SAX WEALTH ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,385 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.35 and the average weighting 0.9%.

Quarter-by-quarter ownership
SAX WEALTH ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$1,535,663
+146.5%
7,043
+158.5%
0.15%
+100.0%
Q1 2024$622,899
+7.4%
2,725
+0.2%
0.07%
-23.2%
Q4 2023$580,160
+12.9%
2,720
+0.0%
0.10%
-5.9%
Q3 2023$514,053
-8.6%
2,719
-3.9%
0.10%
-9.8%
Q2 2023$562,722
+13.8%
2,829
+8.5%
0.11%
+4.7%
Q1 2023$494,330
+5.3%
2,608
+2.0%
0.11%
-0.9%
Q4 2022$469,352
+7.4%
2,557
+0.0%
0.11%
-3.6%
Q3 2022$437,000
-2.9%
2,5560.0%0.11%
-1.8%
Q2 2022$450,000
-17.1%
2,5560.0%0.11%
-13.0%
Q1 2022$543,000
-31.1%
2,556
-26.7%
0.13%
-20.1%
Q4 2021$788,000
+20.5%
3,488
+16.7%
0.16%
+5.8%
Q3 2021$654,000
-2.8%
2,9890.0%0.16%
-32.9%
Q2 2021$673,000
+2.1%
2,989
-2.9%
0.23%
-4.1%
Q1 2021$659,000
+12.6%
3,079
+2.5%
0.24%
-10.4%
Q4 2020$585,0003,0040.27%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
VISTA CAPITAL PARTNERS, INC. 366,577$40,870,00012.56%
Water Oak Advisors LLC 99,758$11,122,0009.96%
Fiduciary Wealth Partners, LLC 70,335$7,842,0008.24%
Advisory Alpha, LLC 117,725$13,118,0007.00%
INR ADVISORY SERVICES LLC 291,976$32,552,0006.04%
MOLLER WEALTH PARTNERS 90,672$10,109,0005.93%
Stonehearth Capital Management, LLC 59,776$6,664,0005.82%
US FINANCIAL ADVISORS, LLC 28,033$3,125,0005.44%
Ruggie Capital Group 45,572$5,081,0005.15%
Cranberry Lake Advisors LLC 70,000$7,804,0005.03%
View complete list of VANGUARD INDEX FDS shareholders