VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,346 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.56 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $527,212 | -10.6% | 2,788 | -6.0% | 0.15% | -20.7% |
| Q2 2023 | $589,623 | +39.5% | 2,965 | +33.0% | 0.19% | +49.6% |
| Q1 2023 | $422,663 | +3.4% | 2,230 | +0.1% | 0.13% | +8.4% |
| Q4 2022 | $408,772 | +1.7% | 2,227 | -5.4% | 0.12% | -0.8% |
| Q3 2022 | $402,000 | -2.7% | 2,354 | +0.4% | 0.12% | +3.4% |
| Q2 2022 | $413,000 | -15.2% | 2,344 | +2.4% | 0.12% | -4.9% |
| Q1 2022 | $487,000 | -20.0% | 2,289 | -14.5% | 0.12% | -32.6% |
| Q4 2021 | $609,000 | +4.1% | 2,676 | +0.0% | 0.18% | -8.6% |
| Q3 2021 | $585,000 | +11.6% | 2,675 | +15.1% | 0.20% | +13.1% |
| Q2 2021 | $524,000 | +25.7% | 2,324 | +19.3% | 0.18% | +3.6% |
| Q1 2021 | $417,000 | +21.9% | 1,948 | +10.9% | 0.17% | +17.4% |
| Q4 2020 | $342,000 | – | 1,757 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trinity Financial Advisors LLC | 214,530 | $45,776,000 | 30.62% |
| Aufman Associates Inc | 142,058 | $31,064,000 | 25.55% |
| Chandler Asset Management, Inc. | 284,345 | $62,178,000 | 16.28% |
| MBE Wealth Management, LLC | 122,106 | $26,701,000 | 13.60% |
| Emerson Wealth, LLC | 109,619 | $23,970,000 | 13.36% |
| BLUESTEM FINANCIAL ADVISORS, LLC | 90,893 | $19,876,000 | 12.99% |
| McCarthy Grittinger Financial Group, LLC | 151,364 | $33,098,742 | 12.73% |
| BCK Partners, Inc. | 88,920 | $19,444,000 | 12.35% |
| Ellenbecker Investment Group | 155,596 | $34,024,000 | 10.64% |
| Whelan Financial | 51,149 | $11,185,000 | 10.22% |