Roth Financial Partners LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,383 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.16 and the average weighting 0.9%.

Quarter-by-quarter ownership
Roth Financial Partners LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,570,407
-5.2%
13,595
-0.3%
1.61%
-5.4%
Q2 2023$2,711,268
+3.9%
13,632
-0.9%
1.70%
-2.1%
Q1 2023$2,608,725
-1.1%
13,762
-4.2%
1.74%
-8.9%
Q4 2022$2,638,000
+7.4%
14,3720.0%1.91%
-3.2%
Q3 2022$2,456,000
-18.2%
14,372
-15.6%
1.97%
-17.8%
Q2 2022$3,003,000
-16.8%
17,032
+0.4%
2.40%
-8.0%
Q1 2022$3,610,000
-9.7%
16,962
-4.1%
2.61%
-8.4%
Q4 2021$3,999,000
+2.1%
17,692
-1.1%
2.85%
-6.4%
Q3 2021$3,917,000
-3.7%
17,886
-0.9%
3.04%
-3.0%
Q2 2021$4,066,000
+4.7%
18,046
-0.6%
3.13%
-2.4%
Q1 2021$3,882,000
+10.0%
18,146
+0.1%
3.21%
-8.2%
Q4 2020$3,530,00018,1323.50%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Aufman Associates Inc 161,884$23,590,00026.77%
Chandler Asset Management, Inc. 294,740$42,950,00018.69%
Water Oak Advisors LLC 124,171$18,094,00018.46%
McCarthy Grittinger Financial Group, LLC 163,716$23,856,69614.15%
Acorns Advisers, LLC 2,390,400$348,329,00013.45%
BLUESTEM FINANCIAL ADVISORS, LLC 98,732$14,387,00013.16%
Emerson Wealth, LLC 119,166$17,365,00012.28%
Unified Trust Company, N.A. 101,312$14,763,00011.11%
Heartwood Wealth Advisors LLC 367,893$53,609,00010.61%
VISTA CAPITAL PARTNERS, INC. 363,565$52,979,00010.32%
View complete list of VANGUARD INDEX FDS shareholders