Halpern Financial, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,383 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.16 and the average weighting 0.9%.

Quarter-by-quarter ownership
Halpern Financial, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,813,463
+39.6%
14,881
+46.8%
0.97%
+40.7%
Q2 2023$2,015,857
+2459.2%
10,136
+2336.5%
0.69%
+2364.3%
Q1 2023$78,769
+3.3%
4160.0%0.03%0.0%
Q4 2022$76,268
+56.3%
416
+45.5%
0.03%
+47.4%
Q3 2022$48,801
+113.2%
286
+120.0%
0.02%
+111.1%
Q2 2022$22,894
-17.1%
1300.0%0.01%
-10.0%
Q1 2022$27,628
-6.0%
1300.0%0.01%
-23.1%
Q4 2021$29,381
+3.4%
1300.0%0.01%0.0%
Q3 2021$28,427
-2.9%
1300.0%0.01%
-7.1%
Q2 2021$29,286
+5.2%
1300.0%0.01%
+7.7%
Q1 2021$27,830
+10.0%
1300.0%0.01%0.0%
Q4 2020$25,308
+26.6%
1300.0%0.01%
+8.3%
Q3 2020$19,994
+5.5%
1300.0%0.01%
-7.7%
Q2 2020$18,944
+26.2%
1300.0%0.01%
-7.1%
Q1 2020$15,007
-30.3%
1300.0%0.01%
-17.6%
Q4 2019$21,5331300.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Aufman Associates Inc 144,136$25,384,00024.13%
Investments & Financial Planning, LLC 89,095$15,691,00016.17%
Centered Wealth LLC dba Miller Equity Capital Advisors 106,534$18,762,00016.02%
MBE Wealth Management, LLC 126,873$22,344,00015.59%
Chandler Asset Management, Inc. 297,125$52,326,675,00014.79%
Scott Capital Advisors, LLC 112,455$19,804,00013.40%
Whelan Financial 106,846$18,817,00012.73%
Emerson Wealth, LLC 109,251$19,240,00012.60%
BLUESTEM FINANCIAL ADVISORS, LLC 97,848$17,232,00011.98%
BCK Partners, Inc. 93,787$16,517,00011.56%
View complete list of VANGUARD INDEX FDS shareholders