Newton One Investments 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
Newton One Investments LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,951,670
+5.3%
20,901
+10.7%
2.35%
+9.3%
Q2 2023$3,753,679
+6.3%
18,873
+1.3%
2.15%
+1.5%
Q1 2023$3,531,414
-0.7%
18,630
-3.9%
2.12%
-7.5%
Q4 2022$3,556,490
+7.0%
19,377
-0.4%
2.30%
-3.0%
Q3 2022$3,324,000
-3.1%
19,450
-0.2%
2.37%
-7.3%
Q2 2022$3,431,000
-16.9%
19,482
+0.3%
2.55%
-15.2%
Q1 2022$4,129,000
-3.3%
19,430
+2.8%
3.01%
-0.3%
Q4 2021$4,271,000
+5.2%
18,896
+1.8%
3.02%
-0.3%
Q3 2021$4,060,000
-2.0%
18,567
+1.0%
3.03%
-7.9%
Q2 2021$4,141,000
+1.4%
18,382
-3.7%
3.29%
-9.5%
Q1 2021$4,085,000
+9.7%
19,081
-0.3%
3.63%
-0.8%
Q4 2020$3,724,00019,1293.66%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Aufman Associates Inc 144,136$25,384,00024.13%
Investments & Financial Planning, LLC 89,095$15,691,00016.17%
Centered Wealth LLC dba Miller Equity Capital Advisors 106,534$18,762,00016.02%
MBE Wealth Management, LLC 126,873$22,344,00015.59%
Chandler Asset Management, Inc. 297,125$52,326,675,00014.79%
Scott Capital Advisors, LLC 112,455$19,804,00013.40%
Whelan Financial 106,846$18,817,00012.73%
Emerson Wealth, LLC 109,251$19,240,00012.60%
BLUESTEM FINANCIAL ADVISORS, LLC 97,848$17,232,00011.98%
BCK Partners, Inc. 93,787$16,517,00011.56%
View complete list of VANGUARD INDEX FDS shareholders