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 ↓
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