Alta Wealth Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,567 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.86 and the average weighting 0.9%.

Quarter-by-quarter ownership
Alta Wealth Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,118,704
-6.6%
5,917
-1.7%
0.68%
-2.6%
Q2 2023$1,197,330
+5.1%
6,020
+0.2%
0.70%
-2.2%
Q1 2023$1,138,959
+4.6%
6,008
+1.2%
0.72%
-2.3%
Q4 2022$1,089,043
+7.0%
5,934
-0.4%
0.74%
+1.1%
Q3 2022$1,018,000
-5.7%
5,956
-2.7%
0.73%
-2.5%
Q2 2022$1,079,000
-13.8%
6,121
+3.9%
0.75%
+0.5%
Q1 2022$1,252,000
-7.1%
5,893
-1.2%
0.74%
-10.6%
Q4 2021$1,348,000
+3.5%
5,964
+0.2%
0.83%
-12.2%
Q3 2021$1,302,000
-2.0%
5,953
+1.0%
0.95%
-2.8%
Q2 2021$1,328,000
+6.2%
5,894
+0.8%
0.97%
-7.0%
Q1 2021$1,251,000
+15.8%
5,846
+5.4%
1.05%
+15.2%
Q4 2020$1,080,0005,5450.91%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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