WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV - 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
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$467,683
-4.6%
2,474
+0.3%
0.18%
+1.1%
Q2 2023$490,439
+2.5%
2,466
-2.3%
0.18%
-1.1%
Q1 2023$478,304
+6.6%
2,523
+3.1%
0.18%
+3.4%
Q4 2022$448,896
+10.0%
2,446
+2.5%
0.18%
+1.7%
Q3 2022$408,000
-2.9%
2,387
+0.1%
0.17%
+4.2%
Q2 2022$420,000
-17.2%
2,385
+0.1%
0.17%
-3.5%
Q1 2022$507,000
-5.8%
2,383
+0.0%
0.17%
-1.7%
Q4 2021$538,000
+3.5%
2,382
+0.1%
0.18%
-0.6%
Q3 2021$520,000
-11.3%
2,379
-56.0%
0.18%
-24.5%
Q1 2020$586,0005,4090.23%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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