Intergy Private Wealth, 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
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 Q3 2022
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