Sovereign Financial Group, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,834 filers reported holding VANGUARD INDEX FDS in Q2 2024. The put-call ratio across all filers is 0.27 and the average weighting 0.8%.

Quarter-by-quarter ownership
Sovereign Financial Group, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$5,298,435
+4.4%
24,300
+9.5%
1.32%
-1.9%
Q1 2024$5,074,993
+12.9%
22,201
+5.3%
1.35%
-1.8%
Q4 2023$4,495,793
+21.4%
21,074
+7.6%
1.37%
+3.9%
Q3 2023$3,704,707
-13.1%
19,594
-8.6%
1.32%
-5.0%
Q2 2023$4,262,925
+12.1%
21,434
+6.9%
1.39%
-1.6%
Q1 2023$3,802,221
+9.9%
20,058
+6.4%
1.41%
+3.5%
Q4 2022$3,460,942
-1.8%
18,857
-8.5%
1.36%
-4.5%
Q3 2022$3,523,000
+9.6%
20,610
+12.9%
1.43%
+12.8%
Q2 2022$3,215,000
-17.1%
18,255
+0.0%
1.27%
-11.8%
Q1 2022$3,879,000
+264.9%
18,252
+288.2%
1.44%
+236.5%
Q4 2021$1,063,000
+22.2%
4,702
+18.1%
0.43%
-14.6%
Q3 2021$870,000
-4.9%
3,980
-6.9%
0.50%
-9.7%
Q2 2021$915,0000.0%4,2750.0%0.55%
-3.1%
Q1 2021$915,000
+33.0%
4,275
+21.0%
0.57%
+15.6%
Q4 2020$688,0003,5330.50%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2024
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