WEBSTERROGERS FINANCIAL ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,383 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.16 and the average weighting 0.9%.

Quarter-by-quarter ownership
WEBSTERROGERS FINANCIAL ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$610,238
-7.0%
3,227
-2.2%
0.27%
-6.3%
Q2 2023$656,157
+5.1%
3,299
+0.2%
0.29%
-0.3%
Q1 2023$624,490
-14.0%
3,294
-16.8%
0.29%
-18.5%
Q4 2022$726,180
+4.8%
3,957
-2.4%
0.35%
-3.3%
Q3 2022$693,000
-1.7%
4,054
+1.2%
0.36%
+5.5%
Q2 2022$705,000
-35.4%
4,005
-21.3%
0.34%
-38.2%
Q1 2022$1,091,000
-9.4%
5,088
-4.5%
0.56%
+105.1%
Q4 2021$1,204,000
+2.1%
5,326
-1.2%
0.27%
-0.4%
Q3 2021$1,179,000
+0.3%
5,390
-2.8%
0.27%
-2.8%
Q2 2021$1,175,000
+9.7%
5,545
+10.8%
0.28%
-3.1%
Q1 2021$1,071,000
+3.3%
5,005
+0.2%
0.29%
-4.3%
Q4 2020$1,037,0004,9930.30%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 222,168$40,776,62326.46%
Aufman Associates Inc 149,369$27,415,15825.34%
Investments & Financial Planning, LLC 96,867$17,778,90317.42%
MBE Wealth Management, LLC 139,195$25,547,88416.49%
Chandler Asset Management, Inc. 309,915$52,96815.26%
Scott Capital Advisors, LLC 121,434$22,287,99912.63%
Brown Financial Advisory 66,496$12,204,75612.59%
Whelan Financial 111,378$20,442,28112.34%
BLUESTEM FINANCIAL ADVISORS, LLC 101,561$18,640,50212.26%
McCarthy Grittinger Financial Group, LLC 159,978$29,362,45112.04%
View complete list of VANGUARD INDEX FDS shareholders