Investments & Financial Planning, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,505 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.34 and the average weighting 0.9%.

Quarter-by-quarter ownership
Investments & Financial Planning, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$20,983,096
-1.8%
110,981
+3.3%
18.71%
+1.1%
Q2 2023$21,364,114
+9.0%
107,417
+3.9%
18.50%
+2.9%
Q1 2023$19,593,706
+10.2%
103,364
+6.7%
17.98%
+3.2%
Q4 2022$17,778,903
+13.3%
96,867
+8.7%
17.42%
+7.8%
Q2 2022$15,691,000
-14.0%
89,095
+3.8%
16.17%
+1.4%
Q1 2022$18,245,000
+3.8%
85,853
+3.5%
15.95%
+1.1%
Q4 2021$17,569,00082,96715.77%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
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