Octavia Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,271 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.70 and the average weighting 0.9%.

Quarter-by-quarter ownership
Octavia Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,248,024
-4.8%
11,890
+0.2%
0.46%
-5.0%
Q2 2023$2,360,635
+4.3%
11,869
-0.6%
0.48%
-6.1%
Q1 2023$2,263,849
+3.8%
11,943
+0.5%
0.51%
-5.2%
Q4 2022$2,180,866
+8.6%
11,882
+1.1%
0.54%
-0.9%
Q3 2022$2,009,000
-3.9%
11,753
-0.8%
0.54%
-0.7%
Q2 2022$2,090,000
-18.2%
11,845
-1.5%
0.55%
-3.7%
Q1 2022$2,555,000
-4.2%
12,022
+1.9%
0.57%
-1.4%
Q4 2021$2,668,000
+3.9%
11,803
+0.7%
0.58%
-12.2%
Q3 2021$2,567,000
-3.7%
11,723
-0.9%
0.66%
-6.7%
Q2 2021$2,665,000
+1.4%
11,830
-3.7%
0.70%
-10.2%
Q1 2021$2,629,000
+10.3%
12,279
+0.3%
0.78%
+1.2%
Q4 2020$2,383,00012,2410.77%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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