Octavia Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,621 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.31 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 Q3 2023
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 258,800$49,058,03327.42%
Aufman Associates Inc 148,061$28,066,35423.89%
Investments & Financial Planning, LLC 103,364$19,593,70617.98%
MBE Wealth Management, LLC 140,161$26,568,89515.64%
Whelan Financial 122,311$23,185,25912.86%
Brown Financial Advisory 67,451$12,786,09512.31%
BLUESTEM FINANCIAL ADVISORS, LLC 103,905$19,696,30312.13%
Family Investment Center, Inc. 92,753$17,582,31212.08%
McCarthy Grittinger Financial Group, LLC 157,695$29,892,59111.85%
Chandler Asset Management, Inc. 262,837$49,823,32511.83%
View complete list of VANGUARD INDEX FDS shareholders