Agate Pass Investment Management, LLC - 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
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 Q4 2023
NameSharesValueWeighting ↓
Trinity Financial Advisors LLC 221,702$47,432,00033.22%
Aufman Associates Inc 143,772$32,389,00024.98%
Chandler Asset Management, Inc. 287,915$64,861,00016.94%
Emerson Wealth, LLC 109,699$24,713,00013.62%
BLUESTEM FINANCIAL ADVISORS, LLC 88,273$19,886,00013.40%
McCarthy Grittinger Financial Group, LLC 136,444$30,738,17213.37%
MBE Wealth Management, LLC 112,879$25,429,00013.17%
BCK Partners, Inc. 85,967$19,367,00012.81%
Axiom Financial Strategies, LLC 105,847$23,845,00011.00%
Ellenbecker Investment Group 142,982$32,211,00010.57%
View complete list of VANGUARD INDEX FDS shareholders