VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 46 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,854,252 | -10.9% | 9,807 | -3.1% | 0.37% | -6.0% |
| Q2 2023 | $2,081,743 | +17.7% | 10,124 | +8.5% | 0.40% | +8.7% |
| Q1 2023 | $1,768,448 | +8.5% | 9,329 | +5.1% | 0.37% | +3.7% |
| Q4 2022 | $1,629,693 | +5.5% | 8,879 | -1.8% | 0.35% | +1.7% |
| Q3 2022 | $1,545,000 | -3.0% | 9,041 | 0.0% | 0.35% | -1.1% |
| Q2 2022 | $1,592,000 | -18.0% | 9,041 | -1.0% | 0.35% | -7.1% |
| Q1 2022 | $1,941,000 | -6.0% | 9,132 | 0.0% | 0.38% | -5.0% |
| Q4 2021 | $2,064,000 | -4.0% | 9,132 | -7.1% | 0.40% | -7.9% |
| Q3 2021 | $2,151,000 | -2.2% | 9,835 | +0.8% | 0.43% | +2.6% |
| Q2 2021 | $2,199,000 | +55.0% | 9,759 | +47.2% | 0.42% | +42.2% |
| Q1 2021 | $1,419,000 | +9.9% | 6,630 | 0.0% | 0.30% | +10.0% |
| Q4 2020 | $1,291,000 | – | 6,630 | – | 0.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trinity Financial Advisors LLC | 214,530 | $45,776,000 | 30.62% |
| Aufman Associates Inc | 142,058 | $31,064,000 | 25.55% |
| Chandler Asset Management, Inc. | 284,345 | $62,178,000 | 16.28% |
| MBE Wealth Management, LLC | 122,106 | $26,701,000 | 13.60% |
| Emerson Wealth, LLC | 109,619 | $23,970,000 | 13.36% |
| BLUESTEM FINANCIAL ADVISORS, LLC | 90,893 | $19,876,000 | 12.99% |
| McCarthy Grittinger Financial Group, LLC | 151,364 | $33,098,742 | 12.73% |
| BCK Partners, Inc. | 88,920 | $19,444,000 | 12.35% |
| Ellenbecker Investment Group | 155,596 | $34,024,000 | 10.64% |
| Whelan Financial | 51,149 | $11,185,000 | 10.22% |