CARRET ASSET MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,034 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.7%.

Quarter-by-quarter ownership
CARRET ASSET MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$311,020
-4.9%
1,6450.0%0.04%0.0%
Q2 2023$327,174
+4.9%
1,6450.0%0.04%0.0%
Q1 2023$312,000
+103211.3%
1,6450.0%0.04%
+2.4%
Q4 2022$302
-99.9%
1,645
+2.8%
0.04%
+2.4%
Q3 2022$273,000
-8.7%
1,600
-5.9%
0.04%0.0%
Q2 2022$299,000
-17.2%
1,7000.0%0.04%0.0%
Q1 2022$361,000
-6.0%
1,7000.0%0.04%
-4.7%
Q4 2021$384,000
+3.2%
1,7000.0%0.04%
-2.3%
Q3 2021$372,000
-2.9%
1,7000.0%0.04%
-2.2%
Q2 2021$383,000
-18.7%
1,700
-22.7%
0.04%
-22.4%
Q1 2021$471,000
+10.0%
2,2000.0%0.06%0.0%
Q4 2020$428,000
+3.1%
2,200
-18.5%
0.06%
-7.9%
Q3 2020$415,000
+5.6%
2,7000.0%0.06%
-1.6%
Q2 2020$393,000
+26.0%
2,7000.0%0.06%
+6.7%
Q1 2020$312,000
-30.2%
2,7000.0%0.06%
-7.7%
Q4 2019$447,000
+7.5%
2,7000.0%0.06%
-1.5%
Q3 2019$416,000
+26.4%
2,700
+28.6%
0.07%
+26.9%
Q2 2019$329,000
+43.7%
2,100
+40.0%
0.05%
+40.5%
Q1 2019$229,000
+12.8%
1,500
+20.0%
0.04%
+19.4%
Q3 2018$203,0001,2500.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2020
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 222,168$40,776,62326.46%
Aufman Associates Inc 149,369$27,415,15825.34%
Investments & Financial Planning, LLC 96,867$17,778,90317.42%
MBE Wealth Management, LLC 139,195$25,547,88416.49%
Chandler Asset Management, Inc. 309,915$52,96815.26%
Scott Capital Advisors, LLC 121,434$22,287,99912.63%
Brown Financial Advisory 66,496$12,204,75612.59%
Whelan Financial 111,378$20,442,28112.34%
BLUESTEM FINANCIAL ADVISORS, LLC 101,561$18,640,50212.26%
McCarthy Grittinger Financial Group, LLC 159,978$29,362,45112.04%
View complete list of VANGUARD INDEX FDS shareholders