Laurel Wealth Planning LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,619 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.9%.

Quarter-by-quarter ownership
Laurel Wealth Planning LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,413
-20.1%
7,476
-16.0%
1.10%
-12.9%
Q2 2023$1,769
-9.9%
8,896
-14.1%
1.26%
-2.9%
Q1 2023$1,964
-99.9%
10,362
-19.1%
1.30%
-14.1%
Q4 2022$2,350,230
+1.3%
12,805
-5.6%
1.52%
-11.2%
Q3 2022$2,319,000
+8.4%
13,568
+11.7%
1.71%
+13.4%
Q2 2022$2,139,000
-29.8%
12,147
-15.3%
1.50%
-26.8%
Q1 2022$3,048,000
-14.6%
14,342
-9.2%
2.06%
-24.0%
Q4 2021$3,570,000
-10.2%
15,796
-13.1%
2.70%
-15.8%
Q3 2021$3,977,000
-8.2%
18,186
-5.4%
3.21%
-15.0%
Q2 2021$4,333,000
-0.2%
19,233
-5.2%
3.78%
-4.9%
Q1 2021$4,343,000
+18.6%
20,288
+7.8%
3.97%
+11.2%
Q4 2020$3,663,00018,8133.57%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
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