Newport Capital Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,594 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.20 and the average weighting 0.9%.

Quarter-by-quarter ownership
Newport Capital Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$202,471
-3.0%
1,018
-10.5%
0.10%
-51.0%
Q4 2022$208,685
-37.7%
1,137
-41.1%
0.21%
+19.5%
Q3 2022$335,000
+62.6%
1,932
+99.8%
0.17%
+13.0%
Q1 2022$206,000
-6.4%
967
-0.2%
0.15%
-5.5%
Q4 2021$220,000
-12.4%
969
-15.7%
0.16%
-16.0%
Q3 2021$251,000
-12.8%
1,150
-10.2%
0.19%
-14.9%
Q2 2021$288,000
+5.1%
1,2800.0%0.23%0.0%
Q1 2021$274,000
-6.5%
1,280
-15.1%
0.23%
-9.5%
Q4 2020$293,0001,5080.25%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 258,800$49,058,03327.42%
Aufman Associates Inc 148,061$28,066,35423.89%
Investments & Financial Planning, LLC 103,364$19,593,70617.98%
MBE Wealth Management, LLC 140,161$26,568,89515.64%
Whelan Financial 122,311$23,185,25912.86%
Brown Financial Advisory 67,451$12,786,09512.31%
BLUESTEM FINANCIAL ADVISORS, LLC 103,905$19,696,30312.13%
Family Investment Center, Inc. 92,753$17,582,31212.08%
McCarthy Grittinger Financial Group, LLC 157,695$29,892,59111.85%
Chandler Asset Management, Inc. 262,837$49,823,32511.83%
View complete list of VANGUARD INDEX FDS shareholders