VALLEY NATIONAL ADVISERS INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,524 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.9%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$449
-5.3%
2,375
-0.3%
0.08%
-2.5%
Q2 2023$474
+4.4%
2,382
-1.2%
0.08%0.0%
Q1 2023$454
-14.2%
2,411
-12.1%
0.08%
-15.8%
Q4 2022$529
-99.9%
2,743
-51.5%
0.10%
-55.2%
Q3 2022$1,020,000
+139.4%
5,652
+141.7%
0.21%
+135.6%
Q2 2022$426,000
-6.0%
2,338
+9.7%
0.09%
+3.4%
Q1 2022$453,000
-5.8%
2,131
+0.0%
0.09%
-2.2%
Q4 2021$481,000
+8.8%
2,130
+5.3%
0.09%
+11.2%
Q3 2021$442,000
-2.9%
2,023
+0.1%
0.08%
-3.6%
Q2 2021$455,000
+6.6%
2,021
+1.3%
0.08%0.0%
Q1 2021$427,000
+10.1%
1,996
+0.1%
0.08%
+2.5%
Q4 2020$388,000
+42.1%
1,994
+12.3%
0.08%
+30.6%
Q3 2020$273,000
+2.6%
1,776
-2.6%
0.06%
+1.6%
Q2 2020$266,000
-13.6%
1,824
-31.6%
0.06%
-28.2%
Q1 2020$308,000
-21.4%
2,666
+12.7%
0.08%
-13.3%
Q4 2019$392,000
+4.5%
2,366
-3.0%
0.10%
-4.9%
Q3 2019$375,000
-1.8%
2,438
+0.1%
0.10%
-1.9%
Q2 2019$382,000
+2.7%
2,436
+0.1%
0.10%
-1.9%
Q1 2019$372,000
+15.2%
2,434
-0.5%
0.11%
+1.9%
Q4 2018$323,000
-18.6%
2,446
+0.2%
0.10%
-23.9%
Q3 2018$397,000
+9.4%
2,441
+4.7%
0.14%
-0.7%
Q2 2018$363,000
+22.6%
2,332
+15.8%
0.14%
+26.4%
Q1 2018$296,000
-2.0%
2,013
-1.7%
0.11%
+4.8%
Q4 2017$302,000
+4.5%
2,047
+0.1%
0.10%
+6.1%
Q3 2017$289,000
+3.2%
2,044
-0.9%
0.10%
-2.0%
Q2 2017$280,000
-3.4%
2,063
-5.1%
0.10%
-8.2%
Q1 2017$290,000
-43.2%
2,173
-45.2%
0.11%
-53.2%
Q4 2016$511,000
+8.7%
3,964
+3.1%
0.24%
-3.3%
Q3 2016$470,000
-8.6%
3,844
-13.5%
0.24%
-9.0%
Q2 2016$514,000
+5.3%
4,446
+1.6%
0.27%
+1.9%
Q1 2016$488,000
-17.0%
4,376
-17.7%
0.26%
-24.3%
Q4 2015$588,000
-2.0%
5,315
-4.4%
0.35%
-4.7%
Q3 2015$600,000
+5.3%
5,558
+18.5%
0.36%
+12.7%
Q2 2015$570,000
+30.4%
4,689
+31.6%
0.32%
+25.3%
Q1 2015$437,0003,5620.26%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 270,794$53,858,11927.31%
Aufman Associates Inc 147,943$29,424,40424.27%
Investments & Financial Planning, LLC 107,417$21,364,11418.50%
MBE Wealth Management, LLC 148,264$29,488,32515.85%
Whelan Financial 125,604$24,981,37513.06%
Family Investment Center, Inc. 99,242$19,738,14812.63%
BLUESTEM FINANCIAL ADVISORS, LLC 103,586$20,602,25812.46%
McCarthy Grittinger Financial Group, LLC 158,607$31,545,34212.20%
BCK Partners, Inc. 96,331$19,159,17311.98%
Brown Financial Advisory 71,177$14,156,48111.55%
View complete list of VANGUARD INDEX FDS shareholders