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 | $246,925 | -7.3% | 1,306 | -2.5% | 0.06% | 0.0% |
| Q2 2023 | $266,314 | +4.9% | 1,339 | 0.0% | 0.06% | +9.3% |
| Q1 2023 | $253,821 | -33.8% | 1,339 | -35.9% | 0.05% | -32.5% |
| Q4 2022 | $383,415 | +56.5% | 2,089 | +45.6% | 0.08% | +29.0% |
| Q3 2022 | $245,000 | -3.2% | 1,435 | 0.0% | 0.06% | +3.3% |
| Q2 2022 | $253,000 | -17.0% | 1,435 | 0.0% | 0.06% | -6.2% |
| Q1 2022 | $305,000 | -5.9% | 1,435 | 0.0% | 0.06% | -1.5% |
| Q4 2021 | $324,000 | +3.2% | 1,435 | 0.0% | 0.06% | -5.8% |
| Q3 2021 | $314,000 | -2.8% | 1,435 | 0.0% | 0.07% | 0.0% |
| Q2 2021 | $323,000 | +5.2% | 1,435 | 0.0% | 0.07% | -13.8% |
| Q1 2021 | $307,000 | +20.9% | 1,435 | +9.9% | 0.08% | +17.6% |
| Q4 2020 | $254,000 | +26.4% | 1,306 | 0.0% | 0.07% | +7.9% |
| Q3 2020 | $201,000 | -5.2% | 1,306 | -4.0% | 0.06% | -33.0% |
| Q2 2018 | $212,000 | -46.7% | 1,361 | -49.8% | 0.09% | -48.1% |
| Q1 2018 | $398,000 | -0.5% | 2,709 | 0.0% | 0.18% | -9.0% |
| Q4 2017 | $400,000 | -16.5% | 2,709 | -20.1% | 0.20% | -12.3% |
| Q3 2017 | $479,000 | +4.1% | 3,391 | 0.0% | 0.23% | +7.1% |
| Q2 2017 | $460,000 | +1.8% | 3,391 | 0.0% | 0.21% | +4.4% |
| Q1 2017 | $452,000 | +3.4% | 3,391 | 0.0% | 0.20% | -9.4% |
| Q4 2016 | $437,000 | – | 3,391 | – | 0.22% | – |
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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% |