WMG Financial Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,591 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.

Quarter-by-quarter ownership
WMG Financial Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$277,584
+1.7%
1,457
+6.1%
0.24%
+17.4%
Q2 2023$273,077
-0.0%
1,373
-4.7%
0.20%
-11.1%
Q1 2023$273,152
-3.2%
1,441
-6.2%
0.23%
-5.8%
Q4 2022$282,101
+5.7%
1,537
-1.7%
0.24%0.0%
Q3 2022$267,000
-3.3%
1,5640.0%0.24%
+0.4%
Q2 2022$276,000
-16.1%
1,564
+0.1%
0.24%
-1.2%
Q1 2022$329,000
+4.4%
1,563
+12.0%
0.24%
-1.2%
Q4 2021$315,0001,3950.24%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Trinity Financial Advisors LLC 214,530$45,776,00030.62%
Aufman Associates Inc 142,058$31,064,00025.55%
Chandler Asset Management, Inc. 284,345$62,178,00016.28%
MBE Wealth Management, LLC 122,106$26,701,00013.60%
Emerson Wealth, LLC 109,619$23,970,00013.36%
BLUESTEM FINANCIAL ADVISORS, LLC 90,893$19,876,00012.99%
McCarthy Grittinger Financial Group, LLC 151,364$33,098,74212.73%
BCK Partners, Inc. 88,920$19,444,00012.35%
Ellenbecker Investment Group 155,596$34,024,00010.64%
Whelan Financial 51,149$11,185,00010.22%
View complete list of VANGUARD INDEX FDS shareholders