Pallas Capital Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 46 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Pallas Capital Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$348,543
-31.7%
1,974
-20.8%
0.02%
-8.7%
Q2 2023$510,464
+51.6%
2,493
+39.5%
0.02%
-25.8%
Q1 2023$336,715
-4.4%
1,787
-1.2%
0.03%
-13.9%
Q4 2022$352,217
+5.8%
1,809
-1.3%
0.04%
-2.7%
Q3 2022$333,000
-2.9%
1,833
-0.2%
0.04%
-21.3%
Q2 2022$343,000
-29.7%
1,837
-21.7%
0.05%
-24.2%
Q1 2022$488,000
-35.5%
2,347
-36.8%
0.06%
-32.6%
Q4 2021$757,000
-38.4%
3,715
-28.1%
0.09%
-31.9%
Q3 2021$1,228,000
+23.4%
5,169
+14.4%
0.14%
-3.6%
Q2 2021$995,0004,5180.14%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
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