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 ↓
Chandler Asset Management, Inc. 202,014$29,858,00026.30%
MOLLER WEALTH PARTNERS 256,159$37,860,00014.41%
Water Oak Advisors LLC 128,923$19,055,00014.10%
ACORNS SECURITIES, LLC 625,796$92,493,00014.02%
FIDUCIENT ADVISORS LLC 132,646$19,605,00012.48%
VISTA CAPITAL PARTNERS, INC. 350,718$51,836,00011.74%
Millburn Ridgefield Corp 1,474,968$218,000,00011.45%
Annex Advisory Services, LLC 304,378$44,987,0008.50%
Cranberry Lake Advisors LLC 87,761$12,971,0008.30%
Catalyst Capital Advisors LLC 1,473,210$217,740,0008.06%
View complete list of VANGUARD INDEX FDS shareholders