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 ↓
Trinity Financial Advisors LLC 214,530$45,776,00030.62%
Aufman Associates Inc 142,058$31,064,00025.55%
Chandler Asset Management, Inc. 284,345$62,178,00016.28%
MBE Wealth Management, LLC 122,106$26,701,00013.60%
Emerson Wealth, LLC 109,619$23,970,00013.36%
BLUESTEM FINANCIAL ADVISORS, LLC 90,893$19,876,00012.99%
McCarthy Grittinger Financial Group, LLC 151,364$33,098,74212.73%
BCK Partners, Inc. 88,920$19,444,00012.35%
Ellenbecker Investment Group 155,596$34,024,00010.64%
Whelan Financial 51,149$11,185,00010.22%
View complete list of VANGUARD INDEX FDS shareholders