Cassady Schiller 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
Cassady Schiller Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,085,125
-3.2%
5,739
+1.8%
0.60%
-1.3%
Q2 2023$1,121,490
+10.0%
5,639
+4.8%
0.61%
+26.9%
Q1 2023$1,019,898
+6.8%
5,380
+3.4%
0.48%
-18.2%
Q4 2022$955,355
+2.5%
5,205
-4.5%
0.59%
+9.1%
Q3 2022$932,000
-6.3%
5,453
-3.5%
0.54%
+2.9%
Q2 2022$995,000
-54.9%
5,650
-45.6%
0.52%
-50.8%
Q1 2022$2,206,000
-4.0%
10,380
+2.1%
1.06%
-23.1%
Q4 2021$2,298,00010,1681.38%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 258,800$49,058,03327.42%
Aufman Associates Inc 148,061$28,066,35423.89%
Investments & Financial Planning, LLC 103,364$19,593,70617.98%
MBE Wealth Management, LLC 140,161$26,568,89515.64%
Whelan Financial 122,311$23,185,25912.86%
Brown Financial Advisory 67,451$12,786,09512.31%
BLUESTEM FINANCIAL ADVISORS, LLC 103,905$19,696,30312.13%
Family Investment Center, Inc. 92,753$17,582,31212.08%
McCarthy Grittinger Financial Group, LLC 157,695$29,892,59111.85%
Chandler Asset Management, Inc. 262,837$49,823,32511.83%
View complete list of VANGUARD INDEX FDS shareholders