Whelan Financial - 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
Whelan Financial ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$24,446,500
-2.1%
129,299
+2.9%
12.89%
-1.3%
Q2 2023$24,981,375
+7.7%
125,604
+2.7%
13.06%
+1.5%
Q1 2023$23,185,259
+13.4%
122,311
+9.8%
12.86%
+4.2%
Q4 2022$20,442,281
+3.9%
111,378
-3.2%
12.34%
-8.8%
Q3 2022$19,669,000
+4.5%
115,083
+7.7%
13.52%
+6.3%
Q2 2022$18,817,000
-21.5%
106,846
-5.3%
12.73%
-13.8%
Q1 2022$23,974,000
+2.1%
112,806
+8.6%
14.76%
+1.3%
Q4 2021$23,482,000
+109.9%
103,897
+103.1%
14.57%
+42.5%
Q3 2021$11,185,00051,14910.22%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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