Intergy Private Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,567 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.86 and the average weighting 0.9%.

Quarter-by-quarter ownership
Intergy Private Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$448,413
-1.0%
2,372
+4.1%
0.22%
+0.9%
Q2 2023$453,111
+4.6%
2,278
-0.3%
0.22%
-8.3%
Q1 2023$433,243
-6.8%
2,286
-9.7%
0.24%
-16.8%
Q4 2022$464,778
-8.0%
2,532
-14.3%
0.29%
-18.7%
Q3 2022$505,000
-21.1%
2,955
-18.8%
0.36%
-29.1%
Q2 2022$640,000
-45.9%
3,637
-34.6%
0.50%
-38.8%
Q1 2022$1,183,000
-34.4%
5,565
-30.2%
0.82%
-41.4%
Q4 2021$1,802,0007,9741.41%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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