Clear Perspectives Financial Planning, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,619 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
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 Q4 2022
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