TriaGen Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,621 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.9%.

Quarter-by-quarter ownership
TriaGen Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,939,076
-0.6%
26,123
+4.6%
2.52%
+10.9%
Q2 2023$4,968,670
+9.0%
24,982
+3.9%
2.27%
-0.7%
Q1 2023$4,558,160
+4.3%
24,046
+1.0%
2.29%
-5.6%
Q4 2022$4,368,619
+9.5%
23,802
+2.0%
2.43%
+10.1%
Q3 2022$3,989,000
+22.2%
23,340
+26.0%
2.20%
-5.0%
Q2 2022$3,263,000
-15.6%
18,527
+1.9%
2.32%
+15.6%
Q1 2022$3,864,000
+5.5%
18,182
+12.3%
2.00%
+10.9%
Q4 2021$3,661,000
+6.5%
16,197
+3.0%
1.81%
-3.3%
Q3 2021$3,438,000
+2.7%
15,722
+4.3%
1.87%
+8.5%
Q2 2021$3,347,000
+15.3%
15,080
+11.2%
1.72%
+3.3%
Q1 2021$2,903,000
+22.1%
13,559
+11.0%
1.67%
+19.8%
Q4 2020$2,378,00012,2161.39%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Trinity Financial Advisors LLC 221,702$47,432,00033.22%
Aufman Associates Inc 143,772$32,389,00024.98%
Chandler Asset Management, Inc. 287,915$64,861,00016.94%
Emerson Wealth, LLC 109,699$24,713,00013.62%
BLUESTEM FINANCIAL ADVISORS, LLC 88,273$19,886,00013.40%
McCarthy Grittinger Financial Group, LLC 136,444$30,738,17213.37%
MBE Wealth Management, LLC 112,879$25,429,00013.17%
BCK Partners, Inc. 85,967$19,367,00012.81%
Axiom Financial Strategies, LLC 105,847$23,845,00011.00%
Ellenbecker Investment Group 142,982$32,211,00010.57%
View complete list of VANGUARD INDEX FDS shareholders