Forum Financial Management, LP - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,591 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.

Quarter-by-quarter ownership
Forum Financial Management, LP ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$404,799
-4.2%
2,141
+0.8%
0.01%0.0%
Q2 2023$422,642
+2.8%
2,125
-2.0%
0.01%
-25.0%
Q1 2023$411,156
-6.3%
2,169
-9.3%
0.01%
-14.3%
Q4 2022$438,844
+7.3%
2,3910.0%0.01%
-30.0%
Q3 2022$409,000
-2.9%
2,3910.0%0.02%
-4.8%
Q2 2022$421,000
-9.5%
2,391
+9.1%
0.02%
-4.5%
Q1 2022$465,000
-11.3%
2,192
-5.5%
0.02%
-18.5%
Q4 2021$524,0002,3190.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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