DEFINED WEALTH MANAGEMENT, 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
DEFINED WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,035,309
-3.2%
5,476
+1.8%
0.88%
-2.1%
Q2 2023$1,069,482
+14.0%
5,377
+8.7%
0.90%
+3.0%
Q1 2023$937,915
+1.9%
4,948
-1.3%
0.88%
+1.4%
Q4 2022$920,208
-4.6%
5,014
-11.2%
0.86%
-17.8%
Q3 2022$965,000
-0.5%
5,645
+2.5%
1.05%
+5.7%
Q2 2022$970,000
-19.6%
5,507
-3.0%
0.99%
-6.3%
Q1 2022$1,207,000
-38.8%
5,679
-34.9%
1.06%
-34.1%
Q4 2021$1,971,000
+5.7%
8,722
+2.3%
1.61%
-2.5%
Q3 2021$1,864,000
-2.5%
8,523
+0.4%
1.65%
-2.7%
Q2 2021$1,912,000
+5.6%
8,485
+0.4%
1.70%
-1.0%
Q1 2021$1,810,000
+102.0%
8,455
+83.7%
1.72%
+94.1%
Q4 2020$896,0004,6020.88%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Trinity Financial Advisors LLC 221,702$47,432,00033.22%
Aufman Associates Inc 143,772$32,389,00024.98%
Chandler Asset Management, Inc. 287,915$64,861,00016.94%
Emerson Wealth, LLC 109,699$24,713,00013.62%
BLUESTEM FINANCIAL ADVISORS, LLC 88,273$19,886,00013.40%
McCarthy Grittinger Financial Group, LLC 136,444$30,738,17213.37%
MBE Wealth Management, LLC 112,879$25,429,00013.17%
BCK Partners, Inc. 85,967$19,367,00012.81%
Axiom Financial Strategies, LLC 105,847$23,845,00011.00%
Ellenbecker Investment Group 142,982$32,211,00010.57%
View complete list of VANGUARD INDEX FDS shareholders