MARSHALL FINANCIAL GROUP INC /ADV - 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
MARSHALL FINANCIAL GROUP INC /ADV ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$14,851,867
-4.1%
78,552
+0.8%
6.05%
+1.9%
Q2 2023$15,493,060
+7.4%
77,898
+2.4%
5.94%
+1.2%
Q1 2023$14,427,269
+5.3%
76,109
+2.0%
5.86%
-0.4%
Q4 2022$13,701,483
+9.5%
74,651
+2.0%
5.89%
-0.4%
Q3 2022$12,508,000
+3.3%
73,186
+6.4%
5.91%
+7.4%
Q2 2022$12,114,000
-8.0%
68,785
+11.0%
5.50%
+4.8%
Q1 2022$13,171,000
-6.1%
61,976
-0.1%
5.25%
-3.4%
Q4 2021$14,028,000
+5.1%
62,068
+1.7%
5.44%
-3.3%
Q3 2021$13,351,000
-4.9%
61,055
-2.0%
5.62%
-6.0%
Q2 2021$14,041,000
+2.4%
62,325
-2.7%
5.98%
-4.0%
Q1 2021$13,709,000
+8.4%
64,036
-1.4%
6.22%
+0.5%
Q4 2020$12,644,000
+35.5%
64,946
+7.0%
6.19%
+12.3%
Q3 2020$9,331,000
+8.8%
60,673
+3.1%
5.51%
-3.1%
Q2 2020$8,577,000
+70.8%
58,857
+35.3%
5.69%
+40.2%
Q1 2020$5,021,000
+170.4%
43,491
+288.0%
4.06%
+223.8%
Q4 2019$1,857,000
+100.5%
11,210
+86.2%
1.25%
+77.9%
Q3 2019$926,000
+57.2%
6,019
+60.0%
0.70%
+57.0%
Q2 2019$589,000
+19.2%
3,762
+16.3%
0.45%
+11.1%
Q1 2019$494,000
+5.3%
3,235
-8.9%
0.40%
-9.0%
Q4 2018$469,0003,5500.44%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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