VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,621 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,723,451 | -5.3% | 9,115 | -0.4% | 0.57% | -3.2% |
| Q2 2023 | $1,820,534 | +4.9% | 9,153 | +0.0% | 0.59% | +0.3% |
| Q1 2023 | $1,734,764 | +1.1% | 9,152 | -2.1% | 0.59% | -5.8% |
| Q4 2022 | $1,715,642 | +9.6% | 9,348 | +2.0% | 0.63% | +5.0% |
| Q3 2022 | $1,566,000 | -17.9% | 9,165 | -15.4% | 0.60% | -11.7% |
| Q2 2022 | $1,907,000 | -56.8% | 10,830 | -47.9% | 0.68% | -39.4% |
| Q1 2022 | $4,415,000 | +11.4% | 20,773 | +18.5% | 1.11% | +15.6% |
| Q4 2021 | $3,963,000 | +8.2% | 17,534 | +4.7% | 0.96% | +0.9% |
| Q3 2021 | $3,662,000 | -3.1% | 16,750 | -0.2% | 0.96% | +2.7% |
| Q2 2021 | $3,781,000 | +4.1% | 16,784 | +2.2% | 0.93% | +0.4% |
| Q1 2021 | $3,633,000 | +147.0% | 16,418 | +117.3% | 0.93% | +9.3% |
| Q4 2020 | $1,471,000 | – | 7,554 | – | 0.85% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Aufman Associates Inc | 161,884 | $23,590,000 | 26.77% |
| Chandler Asset Management, Inc. | 294,740 | $42,950,000 | 18.69% |
| Water Oak Advisors LLC | 124,171 | $18,094,000 | 18.46% |
| McCarthy Grittinger Financial Group, LLC | 163,716 | $23,856,696 | 14.15% |
| Acorns Advisers, LLC | 2,390,400 | $348,329,000 | 13.45% |
| BLUESTEM FINANCIAL ADVISORS, LLC | 98,732 | $14,387,000 | 13.16% |
| Emerson Wealth, LLC | 119,166 | $17,365,000 | 12.28% |
| Unified Trust Company, N.A. | 101,312 | $14,763,000 | 11.11% |
| Heartwood Wealth Advisors LLC | 367,893 | $53,609,000 | 10.61% |
| VISTA CAPITAL PARTNERS, INC. | 363,565 | $52,979,000 | 10.32% |