Monterey Private Wealth, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,619 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.9%.

Quarter-by-quarter ownership
Monterey Private Wealth, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$8,002,855
-1.6%
42,327
+3.5%
4.02%
+2.1%
Q2 2023$8,132,797
+6.5%
40,891
+1.5%
3.94%
+0.4%
Q1 2023$7,638,170
+5.6%
40,294
+2.3%
3.92%
+0.5%
Q4 2022$7,231,274
+6.0%
39,399
-0.7%
3.90%
-4.5%
Q3 2022$6,824,000
-7.8%
39,670
-5.6%
4.09%
-3.4%
Q2 2022$7,403,000
-26.1%
42,037
-9.5%
4.23%
-12.6%
Q1 2022$10,017,000
-4.8%
46,475
-0.2%
4.84%
-7.2%
Q4 2021$10,524,000
+3.9%
46,563
+1.6%
5.21%
-8.3%
Q3 2021$10,127,000
-13.3%
45,837
-11.6%
5.68%
-15.2%
Q2 2021$11,682,000
+2.5%
51,854
+2.5%
6.70%
+6.9%
Q1 2021$11,398,000
+30.8%
50,604
+13.0%
6.27%
+24.9%
Q4 2020$8,717,000
+29.2%
44,774
+2.1%
5.02%
+15.8%
Q3 2020$6,746,000
-2.5%
43,864
-7.6%
4.34%
-12.0%
Q2 2020$6,917,000
+114.5%
47,467
+69.9%
4.93%
+79.3%
Q1 2020$3,225,000
+288.1%
27,935
+457.0%
2.75%
+312.6%
Q4 2019$831,0005,0150.67%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Trinity Financial Advisors LLC 214,530$45,776,00030.62%
Aufman Associates Inc 142,058$31,064,00025.55%
Chandler Asset Management, Inc. 284,345$62,178,00016.28%
MBE Wealth Management, LLC 122,106$26,701,00013.60%
Emerson Wealth, LLC 109,619$23,970,00013.36%
BLUESTEM FINANCIAL ADVISORS, LLC 90,893$19,876,00012.99%
McCarthy Grittinger Financial Group, LLC 151,364$33,098,74212.73%
BCK Partners, Inc. 88,920$19,444,00012.35%
Ellenbecker Investment Group 155,596$34,024,00010.64%
Whelan Financial 51,149$11,185,00010.22%
View complete list of VANGUARD INDEX FDS shareholders