ENCOMPASS WEALTH ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,373 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.35 and the average weighting 0.9%.

Quarter-by-quarter ownership
ENCOMPASS WEALTH ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
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$1,471,0007,5540.85%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 222,168$40,776,62326.46%
Aufman Associates Inc 149,369$27,415,15825.34%
Investments & Financial Planning, LLC 96,867$17,778,90317.42%
MBE Wealth Management, LLC 139,195$25,547,88416.49%
Chandler Asset Management, Inc. 309,915$52,96815.26%
Scott Capital Advisors, LLC 121,434$22,287,99912.63%
Brown Financial Advisory 66,496$12,204,75612.59%
Whelan Financial 111,378$20,442,28112.34%
BLUESTEM FINANCIAL ADVISORS, LLC 101,561$18,640,50212.26%
McCarthy Grittinger Financial Group, LLC 159,978$29,362,45112.04%
View complete list of VANGUARD INDEX FDS shareholders