Topel & Distasi Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,620 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.9%.

Quarter-by-quarter ownership
Topel & Distasi Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,684,785
-5.7%
19,489
-0.8%
1.93%
-1.7%
Q2 2023$3,908,984
+5.3%
19,654
+0.4%
1.97%
+1.5%
Q1 2023$3,711,016
+1.7%
19,577
-1.5%
1.94%
-5.3%
Q4 2022$3,649,693
-3.9%
19,885
+0.5%
2.04%
-2.5%
Q3 2022$3,798,000
+15.8%
19,786
+6.2%
2.10%
+10.4%
Q2 2022$3,281,000
-11.0%
18,633
+7.4%
1.90%
+23.0%
Q1 2022$3,687,000
-5.1%
17,349
+0.9%
1.54%
-2.6%
Q4 2021$3,885,00017,1901.58%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Aufman Associates Inc 161,884$23,590,00026.77%
Chandler Asset Management, Inc. 294,740$42,950,00018.69%
Water Oak Advisors LLC 124,171$18,094,00018.46%
McCarthy Grittinger Financial Group, LLC 163,716$23,856,69614.15%
Acorns Advisers, LLC 2,390,400$348,329,00013.45%
BLUESTEM FINANCIAL ADVISORS, LLC 98,732$14,387,00013.16%
Emerson Wealth, LLC 119,166$17,365,00012.28%
Unified Trust Company, N.A. 101,312$14,763,00011.11%
Heartwood Wealth Advisors LLC 367,893$53,609,00010.61%
VISTA CAPITAL PARTNERS, INC. 363,565$52,979,00010.32%
View complete list of VANGUARD INDEX FDS shareholders