Everhart Financial Group, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,346 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.56 and the average weighting 1.0%.

Quarter-by-quarter ownership
Everhart Financial Group, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$768,780
-3.5%
4,102
-0.1%
0.33%
-1.2%
Q2 2023$796,925
+2.1%
4,108
-1.1%
0.33%
-5.7%
Q1 2023$780,536
+1.2%
4,154
-2.0%
0.35%
-9.6%
Q4 2022$771,171
+4.6%
4,238
-1.8%
0.39%
-5.1%
Q3 2022$737,000
+5.6%
4,315
+8.8%
0.41%
-3.8%
Q2 2022$698,000
-19.4%
3,966
-2.7%
0.42%
-15.4%
Q1 2022$866,000
-6.4%
4,077
-0.4%
0.50%
-10.2%
Q4 2021$925,000
+3.8%
4,094
+0.4%
0.56%
-8.5%
Q3 2021$891,000
-3.3%
4,076
-0.3%
0.61%
-3.8%
Q2 2021$921,000
+7.1%
4,090
+1.7%
0.63%
-16.0%
Q1 2021$860,000
+16.8%
4,021
+6.3%
0.76%
+11.2%
Q4 2020$736,0003,7840.68%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Trinity Financial Advisors LLC 214,530$45,776,00030.62%
Aufman Associates Inc 142,058$31,064,00025.55%
Chandler Asset Management, Inc. 284,345$62,178,00016.28%
MBE Wealth Management, LLC 122,106$26,701,00013.60%
Emerson Wealth, LLC 109,619$23,970,00013.36%
BLUESTEM FINANCIAL ADVISORS, LLC 90,893$19,876,00012.99%
McCarthy Grittinger Financial Group, LLC 151,364$33,098,74212.73%
BCK Partners, Inc. 88,920$19,444,00012.35%
Ellenbecker Investment Group 155,596$34,024,00010.64%
Whelan Financial 51,149$11,185,00010.22%
View complete list of VANGUARD INDEX FDS shareholders