Schrum Private Wealth Management LLC - 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
Schrum Private Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$466,526
-4.8%
2,466
+0.1%
0.53%
+0.4%
Q2 2023$490,066
+5.1%
2,463
+0.1%
0.53%
-1.7%
Q1 2023$466,437
-8.6%
2,461
-11.4%
0.54%
-10.8%
Q4 2022$510,097
+7.2%
2,779
-0.1%
0.60%
+0.5%
Q3 2022$476,000
-2.5%
2,783
+0.5%
0.60%
+9.1%
Q2 2022$488,000
-9.5%
2,770
+1.5%
0.55%
+1.8%
Q1 2022$539,000
-9.7%
2,728
+3.5%
0.54%
-0.6%
Q4 2021$597,0002,6370.54%
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