CARRET ASSET MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,373 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.35 and the average weighting 0.9%.

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 Q2 2021
NameSharesValueWeighting ↓
Trinity Financial Advisors LLC 214,530$45,776,00030.62%
Aufman Associates Inc 142,058$31,064,00025.55%
Chandler Asset Management, Inc. 284,345$62,178,00016.28%
MBE Wealth Management, LLC 122,106$26,701,00013.60%
Emerson Wealth, LLC 109,619$23,970,00013.36%
BLUESTEM FINANCIAL ADVISORS, LLC 90,893$19,876,00012.99%
McCarthy Grittinger Financial Group, LLC 151,364$33,098,74212.73%
BCK Partners, Inc. 88,920$19,444,00012.35%
Ellenbecker Investment Group 155,596$34,024,00010.64%
Whelan Financial 51,149$11,185,00010.22%
View complete list of VANGUARD INDEX FDS shareholders