Clear Perspectives Financial Planning, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,567 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.86 and the average weighting 0.9%.

Quarter-by-quarter ownership
Clear Perspectives Financial Planning, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2023$242,710
+6.9%
1,280
+3.5%
0.14%
+12.4%
Q4 2022$227,068
+7.1%
1,237
-0.2%
0.12%
+16.3%
Q3 2022$212,000
-16.2%
1,240
-13.8%
0.10%
+5.1%
Q2 2022$253,000
-34.1%
1,439
-20.4%
0.10%
-32.2%
Q1 2022$384,000
-12.3%
1,807
-6.7%
0.15%
-17.5%
Q4 2021$438,000
+0.9%
1,936
-2.5%
0.18%
-10.2%
Q3 2021$434,000
+0.9%
1,986
+4.1%
0.20%
-5.3%
Q2 2021$430,000
+11.4%
1,908
+5.8%
0.21%
-7.1%
Q1 2021$386,000
+5.8%
1,804
-3.7%
0.22%
-3.0%
Q4 2020$365,0001,8730.23%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 270,794$53,858,11927.31%
Aufman Associates Inc 147,943$29,424,40424.27%
Investments & Financial Planning, LLC 107,417$21,364,11418.50%
MBE Wealth Management, LLC 148,264$29,488,32515.85%
Whelan Financial 125,604$24,981,37513.06%
Family Investment Center, Inc. 99,242$19,738,14812.63%
BLUESTEM FINANCIAL ADVISORS, LLC 103,586$20,602,25812.46%
McCarthy Grittinger Financial Group, LLC 158,607$31,545,34212.20%
BCK Partners, Inc. 96,331$19,159,17311.98%
Brown Financial Advisory 71,177$14,156,48111.55%
View complete list of VANGUARD INDEX FDS shareholders