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

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,621 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.31 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 Q3 2023
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 270,794$53,858,11927.31%
Aufman Associates Inc 147,943$29,424,40424.27%
Investments & Financial Planning, LLC 107,417$21,364,11418.50%
MBE Wealth Management, LLC 148,264$29,488,32515.85%
Whelan Financial 125,604$24,981,37513.06%
Family Investment Center, Inc. 99,242$19,738,14812.63%
BLUESTEM FINANCIAL ADVISORS, LLC 103,586$20,602,25812.46%
McCarthy Grittinger Financial Group, LLC 158,607$31,545,34212.20%
BCK Partners, Inc. 96,331$19,159,17311.98%
Brown Financial Advisory 71,177$14,156,48111.55%
View complete list of VANGUARD INDEX FDS shareholders