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 ↓
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