Wealth Dimensions Group, Ltd. - VANGUARD INDEX FDS ownership

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
Wealth Dimensions Group, Ltd. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$396,871
-6.0%
2,099
-1.1%
0.14%
-6.5%
Q2 2023$422,214
+5.3%
2,123
+0.4%
0.15%
-0.6%
Q1 2023$400,850
+3.5%
2,115
+0.3%
0.16%
-1.9%
Q4 2022$387,154
-6.0%
2,109
-12.5%
0.16%
-22.5%
Q3 2022$412,000
-2.8%
2,410
+0.1%
0.20%
+1.5%
Q2 2022$424,000
-12.0%
2,408
+6.3%
0.20%
-9.9%
Q1 2022$482,000
-5.9%
2,2660.0%0.22%
-11.2%
Q4 2021$512,000
+0.8%
2,266
-2.4%
0.25%
-22.8%
Q3 2021$508,000
+7.4%
2,322
+10.6%
0.32%
+1.2%
Q2 2021$473,000
+9.5%
2,100
+4.1%
0.32%
-4.2%
Q1 2021$432,000
+46.4%
2,017
+33.0%
0.34%
+31.4%
Q4 2020$295,0001,5160.26%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Aufman Associates Inc 144,136$25,384,00024.13%
Investments & Financial Planning, LLC 89,095$15,691,00016.17%
Centered Wealth LLC dba Miller Equity Capital Advisors 106,534$18,762,00016.02%
MBE Wealth Management, LLC 126,873$22,344,00015.59%
Chandler Asset Management, Inc. 297,125$52,326,675,00014.79%
Scott Capital Advisors, LLC 112,455$19,804,00013.40%
Whelan Financial 106,846$18,817,00012.73%
Emerson Wealth, LLC 109,251$19,240,00012.60%
BLUESTEM FINANCIAL ADVISORS, LLC 97,848$17,232,00011.98%
BCK Partners, Inc. 93,787$16,517,00011.56%
View complete list of VANGUARD INDEX FDS shareholders