Newton One Investments LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,524 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.49 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 Q2 2022
NameSharesValueWeighting ↓
Chandler Asset Management, Inc. 202,014$29,858,00026.30%
MOLLER WEALTH PARTNERS 256,159$37,860,00014.41%
Water Oak Advisors LLC 128,923$19,055,00014.10%
ACORNS SECURITIES, LLC 625,796$92,493,00014.02%
FIDUCIENT ADVISORS LLC 132,646$19,605,00012.48%
VISTA CAPITAL PARTNERS, INC. 350,718$51,836,00011.74%
Millburn Ridgefield Corp 1,474,968$218,000,00011.45%
Annex Advisory Services, LLC 304,378$44,987,0008.50%
Cranberry Lake Advisors LLC 87,761$12,971,0008.30%
Catalyst Capital Advisors LLC 1,473,210$217,740,0008.06%
View complete list of VANGUARD INDEX FDS shareholders