Horizon Family Wealth, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,621 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.9%.

Quarter-by-quarter ownership
Horizon Family Wealth, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,527,465
-4.7%
8,079
+0.2%
1.48%
-3.6%
Q2 2023$1,603,077
+8.0%
8,060
+2.9%
1.53%
-2.4%
Q1 2023$1,484,477
+4.3%
7,831
+1.0%
1.57%
-4.1%
Q4 2022$1,423,533
+9.1%
7,756
+1.6%
1.64%
+2.9%
Q3 2022$1,305,000
-2.7%
7,635
+0.3%
1.59%
+2.2%
Q2 2022$1,341,000
-13.9%
7,612
+3.9%
1.56%
+0.9%
Q1 2022$1,557,000
-3.7%
7,328
+2.5%
1.54%
-6.3%
Q4 2021$1,616,0007,1521.65%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 258,800$49,058,03327.42%
Aufman Associates Inc 148,061$28,066,35423.89%
Investments & Financial Planning, LLC 103,364$19,593,70617.98%
MBE Wealth Management, LLC 140,161$26,568,89515.64%
Whelan Financial 122,311$23,185,25912.86%
Brown Financial Advisory 67,451$12,786,09512.31%
BLUESTEM FINANCIAL ADVISORS, LLC 103,905$19,696,30312.13%
Family Investment Center, Inc. 92,753$17,582,31212.08%
McCarthy Grittinger Financial Group, LLC 157,695$29,892,59111.85%
Chandler Asset Management, Inc. 262,837$49,823,32511.83%
View complete list of VANGUARD INDEX FDS shareholders