WMG Financial Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,594 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.20 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 Q1 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