CONSULTIVA WEALTH MANAGEMENT, CORP. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,620 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.9%.

Quarter-by-quarter ownership
CONSULTIVA WEALTH MANAGEMENT, CORP. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$61,718
+29.0%
326
+35.8%
1.58%
+31.0%
Q2 2023$47,840
+5.2%
240
+0.4%
1.21%
+3.7%
Q1 2023$45,472
+3.6%
2390.0%1.16%
+1.9%
Q4 2022$43,902
-99.9%
239
+0.4%
1.14%
-0.6%
Q3 2022$41,000,000
-2.4%
2380.0%1.15%
-2.3%
Q2 2022$42,000,000
-16.0%
238
+0.4%
1.18%
-1.9%
Q1 2022$50,000,000
-5.7%
2370.0%1.20%
-0.7%
Q4 2021$53,000,000
+1.9%
237
+0.4%
1.21%
+1.1%
Q3 2021$52,000,000
+103900.0%
236
+0.4%
1.20%
+10.2%
Q1 2021$50,000
+8.7%
2350.0%1.08%
+1.0%
Q4 2020$46,000
-13.2%
2350.0%1.07%
-0.5%
Q2 2019$53,0002351.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Trinity Financial Advisors LLC 214,530$45,776,00030.62%
Aufman Associates Inc 142,058$31,064,00025.55%
Chandler Asset Management, Inc. 284,345$62,178,00016.28%
MBE Wealth Management, LLC 122,106$26,701,00013.60%
Emerson Wealth, LLC 109,619$23,970,00013.36%
BLUESTEM FINANCIAL ADVISORS, LLC 90,893$19,876,00012.99%
McCarthy Grittinger Financial Group, LLC 151,364$33,098,74212.73%
BCK Partners, Inc. 88,920$19,444,00012.35%
Ellenbecker Investment Group 155,596$34,024,00010.64%
Whelan Financial 51,149$11,185,00010.22%
View complete list of VANGUARD INDEX FDS shareholders