ASSET PLANNING CORPORATION - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,843 filers reported holding VANGUARD INDEX FDS in Q1 2024. The put-call ratio across all filers is 0.52 and the average weighting 0.9%.

Quarter-by-quarter ownership
ASSET PLANNING CORPORATION ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$5,061,252
-13.6%
23,212
-9.4%
3.79%
-11.4%
Q1 2024$5,854,858
-44.8%
25,613
-48.5%
4.28%
-47.8%
Q4 2023$10,607,374
+17.8%
49,723
+4.4%
8.19%
+18.3%
Q3 2023$9,003,333
-4.5%
47,619
+0.4%
6.92%
-3.4%
Q2 2023$9,430,217
+9.7%
47,414
+4.5%
7.17%
+3.8%
Q1 2023$8,599,361
+4.8%
45,365
+1.5%
6.91%
+1.2%
Q4 2022$8,203,718
+8.9%
44,697
+1.4%
6.83%
-3.1%
Q3 2022$7,531,000
-1.0%
44,066
+2.0%
7.05%
+6.6%
Q2 2022$7,609,000
-12.6%
43,208
+5.4%
6.61%
-13.0%
Q1 2022$8,709,000
-3.7%
40,981
+2.4%
7.60%
-1.7%
Q4 2021$9,044,000
+3.7%
40,017
+0.4%
7.74%
-4.1%
Q3 2021$8,720,000
-0.6%
39,876
+2.4%
8.07%
-5.5%
Q2 2021$8,771,000
+6.3%
38,933
+1.0%
8.54%
-0.5%
Q1 2021$8,250,000
-1.8%
38,538
-10.7%
8.58%
+2.9%
Q4 2020$8,402,00043,1588.34%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2024
NameSharesValueWeighting ↓
VISTA CAPITAL PARTNERS, INC. 366,577$40,870,00012.56%
Water Oak Advisors LLC 99,758$11,122,0009.96%
Fiduciary Wealth Partners, LLC 70,335$7,842,0008.24%
Advisory Alpha, LLC 117,725$13,118,0007.00%
INR ADVISORY SERVICES LLC 291,976$32,552,0006.04%
MOLLER WEALTH PARTNERS 90,672$10,109,0005.93%
Stonehearth Capital Management, LLC 59,776$6,664,0005.82%
US FINANCIAL ADVISORS, LLC 28,033$3,125,0005.44%
Ruggie Capital Group 45,572$5,081,0005.15%
Cranberry Lake Advisors LLC 70,000$7,804,0005.03%
View complete list of VANGUARD INDEX FDS shareholders