SOA Wealth Advisors, LLC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,591 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.

Quarter-by-quarter ownership
SOA Wealth Advisors, LLC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,598,595
-5.6%
13,744
-0.7%
0.65%
+0.2%
Q2 2023$2,751,441
-1.2%
13,834
-5.9%
0.64%
-6.0%
Q1 2023$2,785,641
+3.4%
14,695
+0.1%
0.69%
-5.4%
Q4 2022$2,694,645
+7.3%
14,682
-0.1%
0.72%
-4.1%
Q3 2022$2,512,000
-3.6%
14,700
-0.7%
0.76%
-1.6%
Q2 2022$2,607,000
-21.7%
14,805
-5.5%
0.77%
-5.4%
Q1 2022$3,330,000
-6.8%
15,672
-0.7%
0.81%
-6.1%
Q4 2021$3,572,000
+2.3%
15,784
-1.1%
0.86%
-3.2%
Q3 2021$3,491,000
-3.7%
15,967
-0.8%
0.89%
-4.1%
Q2 2021$3,627,000
-0.4%
16,103
-5.4%
0.93%
-8.5%
Q1 2021$3,643,000
-2.1%
17,019
-1.3%
1.02%
+0.6%
Q4 2020$3,721,00017,2381.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 270,794$53,858,11927.31%
Aufman Associates Inc 147,943$29,424,40424.27%
Investments & Financial Planning, LLC 107,417$21,364,11418.50%
MBE Wealth Management, LLC 148,264$29,488,32515.85%
Whelan Financial 125,604$24,981,37513.06%
Family Investment Center, Inc. 99,242$19,738,14812.63%
BLUESTEM FINANCIAL ADVISORS, LLC 103,586$20,602,25812.46%
McCarthy Grittinger Financial Group, LLC 158,607$31,545,34212.20%
BCK Partners, Inc. 96,331$19,159,17311.98%
Brown Financial Advisory 71,177$14,156,48111.55%
View complete list of VANGUARD INDEX FDS shareholders