Lokken Investment Group LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,591 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.

Quarter-by-quarter ownership
Lokken Investment Group LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,783,551
+0.4%
25,300
+5.6%
3.14%
+1.0%
Q2 2023$4,765,011
+33.1%
23,958
+26.8%
3.11%
+14.2%
Q1 2023$3,580,528
+26.8%
18,889
+22.8%
2.72%
+22.0%
Q4 2022$2,823,443
+13.4%
15,383
+5.6%
2.23%
+3.9%
Q3 2022$2,489,000
-5.0%
14,563
-2.1%
2.15%
+1.0%
Q2 2022$2,620,000
-8.6%
14,877
+1.3%
2.12%
-6.6%
Q1 2022$2,865,000
-22.5%
14,689
-10.2%
2.27%
-13.8%
Q4 2021$3,696,000
+6.4%
16,353
+2.9%
2.64%
-4.3%
Q3 2021$3,475,000
-0.1%
15,892
+2.9%
2.76%
-2.5%
Q2 2021$3,478,000
+5.0%
15,438
-0.2%
2.82%
-3.4%
Q1 2021$3,312,000
+10.1%
15,472
+0.1%
2.92%
+6.4%
Q4 2020$3,008,000
-9.2%
15,449
-0.1%
2.75%
-6.1%
Q1 2012$3,312,00015,4722.92%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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