BAKER TILLY WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,505 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.34 and the average weighting 0.9%.

Quarter-by-quarter ownership
BAKER TILLY WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$708,129
-3.5%
3,745
+1.5%
0.12%
+51.9%
Q2 2023$733,838
+0.8%
3,690
-3.9%
0.08%
-6.1%
Q1 2023$727,765
+201.3%
3,839
+191.7%
0.08%
+173.3%
Q4 2022$241,508
+1.5%
1,316
-5.5%
0.03%
-6.2%
Q3 2022$238,000
+2.6%
1,393
+5.9%
0.03%
+6.7%
Q2 2022$232,000
-53.0%
1,316
-43.4%
0.03%
-45.5%
Q1 2022$494,000
+50.6%
2,326
+60.2%
0.06%
+57.1%
Q4 2021$328,000
+22.4%
1,452
+18.4%
0.04%0.0%
Q3 2021$268,000
+5.1%
1,226
+8.4%
0.04%
-14.6%
Q2 2021$255,0001,1310.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 258,800$49,058,03327.42%
Aufman Associates Inc 148,061$28,066,35423.89%
Investments & Financial Planning, LLC 103,364$19,593,70617.98%
MBE Wealth Management, LLC 140,161$26,568,89515.64%
Whelan Financial 122,311$23,185,25912.86%
Brown Financial Advisory 67,451$12,786,09512.31%
BLUESTEM FINANCIAL ADVISORS, LLC 103,905$19,696,30312.13%
Family Investment Center, Inc. 92,753$17,582,31212.08%
McCarthy Grittinger Financial Group, LLC 157,695$29,892,59111.85%
Chandler Asset Management, Inc. 262,837$49,823,32511.83%
View complete list of VANGUARD INDEX FDS shareholders