VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,346 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.56 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $999,046 | -4.9% | 5,284 | 0.0% | 0.19% | -4.1% |
| Q2 2023 | $1,050,935 | +4.9% | 5,284 | 0.0% | 0.20% | +3.2% |
| Q1 2023 | $1,001,635 | +1.1% | 5,284 | -2.1% | 0.19% | -6.0% |
| Q4 2022 | $990,382 | +5.2% | 5,396 | -1.9% | 0.20% | -11.1% |
| Q3 2022 | $941,000 | -16.9% | 5,503 | -14.5% | 0.23% | -14.7% |
| Q2 2022 | $1,133,000 | -15.1% | 6,436 | +2.5% | 0.26% | -0.4% |
| Q1 2022 | $1,334,000 | -8.8% | 6,276 | -3.0% | 0.27% | -15.0% |
| Q4 2021 | $1,462,000 | +59.8% | 6,468 | +59.2% | 0.31% | +43.6% |
| Q2 2021 | $915,000 | +5.8% | 4,062 | +0.5% | 0.22% | +2.3% |
| Q1 2021 | $865,000 | +11.0% | 4,043 | +1.0% | 0.21% | -7.4% |
| Q4 2020 | $779,000 | – | 4,002 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Aufman Associates Inc | 161,884 | $23,590,000 | 26.77% |
| Chandler Asset Management, Inc. | 294,740 | $42,950,000 | 18.69% |
| Water Oak Advisors LLC | 124,171 | $18,094,000 | 18.46% |
| McCarthy Grittinger Financial Group, LLC | 163,716 | $23,856,696 | 14.15% |
| Acorns Advisers, LLC | 2,390,400 | $348,329,000 | 13.45% |
| BLUESTEM FINANCIAL ADVISORS, LLC | 98,732 | $14,387,000 | 13.16% |
| Emerson Wealth, LLC | 119,166 | $17,365,000 | 12.28% |
| Unified Trust Company, N.A. | 101,312 | $14,763,000 | 11.11% |
| Heartwood Wealth Advisors LLC | 367,893 | $53,609,000 | 10.61% |
| VISTA CAPITAL PARTNERS, INC. | 363,565 | $52,979,000 | 10.32% |