WEBSTERROGERS FINANCIAL 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
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 2023
NameSharesValueWeighting ↓
Aufman Associates Inc 161,884$23,590,00026.77%
Chandler Asset Management, Inc. 294,740$42,950,00018.69%
Water Oak Advisors LLC 124,171$18,094,00018.46%
McCarthy Grittinger Financial Group, LLC 163,716$23,856,69614.15%
Acorns Advisers, LLC 2,390,400$348,329,00013.45%
BLUESTEM FINANCIAL ADVISORS, LLC 98,732$14,387,00013.16%
Emerson Wealth, LLC 119,166$17,365,00012.28%
Unified Trust Company, N.A. 101,312$14,763,00011.11%
Heartwood Wealth Advisors LLC 367,893$53,609,00010.61%
VISTA CAPITAL PARTNERS, INC. 363,565$52,979,00010.32%
View complete list of VANGUARD INDEX FDS shareholders