Agate Pass Investment 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
Agate Pass Investment Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$9,541,645
+22.9%
44,727
+8.9%
5.53%
+5.1%
Q3 2023$7,765,012
-8.6%
41,070
-3.8%
5.26%
+2.1%
Q2 2023$8,495,387
+15.4%
42,714
+10.0%
5.16%
+7.0%
Q1 2023$7,363,648
+19.4%
38,846
+15.6%
4.82%
+10.4%
Q4 2022$6,167,128
+7.0%
33,601
-0.3%
4.36%
-0.8%
Q3 2022$5,761,000
-6.6%
33,706
-3.7%
4.40%
+1.3%
Q2 2022$6,165,000
-17.4%
35,005
-0.3%
4.34%
-6.8%
Q1 2022$7,460,000
-15.7%
35,103
-10.3%
4.66%
-15.3%
Q4 2021$8,845,00039,1345.50%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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