ENCOMPASS WEALTH ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,567 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.86 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 Q1 2022
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