SFG Wealth 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
SFG Wealth Management, LLC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$419,611
-19.8%
2,219
-15.6%
0.33%
-24.0%
Q2 2023$523,149
+12.4%
2,630
+7.1%
0.44%
-15.1%
Q1 2023$465,535
+3.3%
2,4560.0%0.52%
-7.4%
Q4 2022$450,711
+0.2%
2,456
-6.6%
0.56%
-8.5%
Q3 2022$450,000
-9.6%
2,630
-7.1%
0.61%
+5.0%
Q2 2022$498,000
-22.7%
2,830
-6.6%
0.58%
-4.0%
Q1 2022$644,000
-5.7%
3,030
+0.3%
0.60%
-0.5%
Q4 2021$683,0003,0200.61%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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