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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $1,723,238 | -15.5% | 8,078 | -25.1% | 1.53% | +1.9% |
Q3 2023 | $2,038,661 | -4.7% | 10,783 | +0.3% | 1.50% | -2.8% |
Q2 2023 | $2,138,315 | +5.2% | 10,751 | +0.3% | 1.55% | -5.3% |
Q1 2023 | $2,032,074 | +3.8% | 10,720 | +0.5% | 1.63% | -3.4% |
Q4 2022 | $1,957,236 | +18.8% | 10,664 | +13.0% | 1.69% | +2.1% |
Q3 2022 | $1,647,000 | +1.8% | 9,438 | +2.7% | 1.65% | -8.2% |
Q2 2022 | $1,618,000 | -0.2% | 9,189 | +20.4% | 1.80% | +15.4% |
Q1 2022 | $1,621,000 | -5.8% | 7,630 | +0.2% | 1.56% | -3.8% |
Q4 2021 | $1,721,000 | – | 7,614 | – | 1.62% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Centered Wealth LLC dba Miller Equity Capital Advisors | 270,794 | $53,858,119 | 27.31% |
Aufman Associates Inc | 147,943 | $29,424,404 | 24.27% |
Investments & Financial Planning, LLC | 107,417 | $21,364,114 | 18.50% |
MBE Wealth Management, LLC | 148,264 | $29,488,325 | 15.85% |
Whelan Financial | 125,604 | $24,981,375 | 13.06% |
Family Investment Center, Inc. | 99,242 | $19,738,148 | 12.63% |
BLUESTEM FINANCIAL ADVISORS, LLC | 103,586 | $20,602,258 | 12.46% |
McCarthy Grittinger Financial Group, LLC | 158,607 | $31,545,342 | 12.20% |
BCK Partners, Inc. | 96,331 | $19,159,173 | 11.98% |
Brown Financial Advisory | 71,177 | $14,156,481 | 11.55% |