TriaGen Wealth Management 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
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 Q2 2022
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 258,800$49,058,03327.42%
Aufman Associates Inc 148,061$28,066,35423.89%
Investments & Financial Planning, LLC 103,364$19,593,70617.98%
MBE Wealth Management, LLC 140,161$26,568,89515.64%
Whelan Financial 122,311$23,185,25912.86%
Brown Financial Advisory 67,451$12,786,09512.31%
BLUESTEM FINANCIAL ADVISORS, LLC 103,905$19,696,30312.13%
Family Investment Center, Inc. 92,753$17,582,31212.08%
McCarthy Grittinger Financial Group, LLC 157,695$29,892,59111.85%
Chandler Asset Management, Inc. 262,837$49,823,32511.83%
View complete list of VANGUARD INDEX FDS shareholders