Financial Planning & Information Services, Inc. - 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
Financial Planning & Information Services, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,329,540
-7.2%
7,032
-2.4%
0.25%
-6.4%
Q2 2023$1,432,406
+11.1%
7,202
+5.9%
0.26%
+5.6%
Q1 2023$1,289,008
-14.3%
6,800
-17.0%
0.25%
-21.6%
Q4 2022$1,504,477
+23.5%
8,197
+15.0%
0.32%
+8.1%
Q3 2022$1,218,000
-3.6%
7,129
-0.6%
0.30%
-4.2%
Q2 2022$1,264,000
-18.6%
7,175
-1.8%
0.31%
-11.2%
Q1 2022$1,553,000
-8.4%
7,306
-2.6%
0.35%
-16.8%
Q4 2021$1,696,000
+4.2%
7,504
+0.8%
0.42%
-5.9%
Q3 2021$1,628,000
+1.1%
7,446
+4.2%
0.44%
-6.1%
Q2 2021$1,611,000
+2.9%
7,149
-2.3%
0.47%
-1.7%
Q1 2021$1,566,000
+9.3%
7,314
-0.7%
0.48%
-0.4%
Q4 2020$1,433,000
+22.7%
7,363
-3.1%
0.48%
+6.2%
Q3 2020$1,168,000
+1.9%
7,596
-3.4%
0.45%
-5.6%
Q2 2020$1,146,000
+34.8%
7,863
+6.8%
0.48%
+8.8%
Q1 2020$850,000
-31.8%
7,363
-2.2%
0.44%
-10.9%
Q4 2019$1,247,000
+6.6%
7,528
-0.9%
0.50%
+0.2%
Q3 2019$1,170,000
-3.3%
7,600
-1.6%
0.50%
-5.5%
Q2 2019$1,210,000
+1.9%
7,723
-0.7%
0.52%
-0.9%
Q1 2019$1,188,000
+9.2%
7,775
-5.7%
0.53%
-1.7%
Q4 2018$1,088,000
-26.0%
8,244
-8.8%
0.54%
-5.3%
Q3 2018$1,470,000
-4.1%
9,040
-8.2%
0.57%
-0.9%
Q2 2018$1,533,000
-2.9%
9,847
-8.4%
0.57%
+3.4%
Q1 2018$1,579,000
-3.5%
10,748
-2.9%
0.55%
-0.4%
Q4 2017$1,636,000
+4.4%
11,071
-0.2%
0.56%
+0.5%
Q3 2017$1,567,000
+5.5%
11,091
+1.2%
0.55%
+3.4%
Q2 2017$1,486,000
-0.6%
10,961
-2.3%
0.54%
-2.7%
Q1 2017$1,495,000
+1.6%
11,214
-1.7%
0.55%
-3.7%
Q4 2016$1,471,000
+2.6%
11,406
-2.8%
0.57%
-3.2%
Q3 2016$1,434,000
-0.7%
11,736
-6.0%
0.59%
-10.9%
Q2 2016$1,444,000
-2.3%
12,481
-5.9%
0.66%
-12.8%
Q1 2016$1,478,000
-3.1%
13,260
-3.9%
0.76%
-12.9%
Q4 2015$1,526,000
+4.1%
13,792
+1.6%
0.87%
-5.5%
Q3 2015$1,466,000
-56.6%
13,578
-51.2%
0.92%
-54.4%
Q2 2015$3,378,000
+97.2%
27,804
+98.9%
2.02%
+83.0%
Q1 2015$1,713,000
+9.4%
13,979
+0.1%
1.10%
+1.7%
Q4 2014$1,566,0000.0%13,961
-1.4%
1.09%0.0%
Q3 2014$1,566,000
-7.8%
14,158
-2.4%
1.09%
-5.2%
Q2 2014$1,699,000
+3.7%
14,508
-0.0%
1.14%
+0.3%
Q1 2014$1,639,000
+0.7%
14,511
-2.0%
1.14%
-1.0%
Q4 2013$1,628,00014,8071.15%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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