Investments & Financial Planning, 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
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 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