PLANNING DIRECTIONS INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,505 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.34 and the average weighting 0.9%.

Quarter-by-quarter ownership
PLANNING DIRECTIONS INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$891
-8.9%
4,711
-4.2%
0.68%
-4.2%
Q2 2023$978
+0.3%
4,920
-4.4%
0.71%
-1.8%
Q1 2023$975
+7.5%
5,146
+4.1%
0.72%
+4.8%
Q4 2022$907
-99.9%
4,944
-4.4%
0.69%
-3.1%
Q3 2022$884,000
-18.6%
5,171
-16.1%
0.71%
-14.2%
Q2 2022$1,086,000
-36.2%
6,165
-23.1%
0.83%
-30.4%
Q1 2022$1,703,000
-11.5%
8,013
-5.9%
1.20%
-6.6%
Q4 2021$1,924,000
-0.6%
8,515
-3.8%
1.28%
-9.1%
Q3 2021$1,936,000
-4.1%
8,853
-1.2%
1.41%
-4.5%
Q2 2021$2,019,000
-1.7%
8,962
-6.6%
1.48%
-8.7%
Q1 2021$2,054,000
+3.7%
9,593
-5.7%
1.62%
+0.7%
Q4 2020$1,981,000
+23.9%
10,178
-2.1%
1.60%
+13.9%
Q3 2020$1,599,000
+3.0%
10,395
-2.4%
1.41%
-2.7%
Q2 2020$1,552,000
+276.7%
10,652
+198.8%
1.45%
+150.5%
Q1 2020$412,000
-75.0%
3,565
-64.2%
0.58%
-62.1%
Q4 2019$1,648,000
+9.9%
9,951
+2.1%
1.52%
+6.0%
Q3 2019$1,499,000
-3.6%
9,742
-1.9%
1.44%
-8.9%
Q2 2019$1,555,000
+1.8%
9,929
-0.6%
1.58%
-13.1%
Q1 2019$1,527,000
+20.9%
9,992
+4.4%
1.82%
+16.3%
Q4 2018$1,263,000
-17.9%
9,567
+1.1%
1.56%
+9.2%
Q3 2018$1,538,000
+7.3%
9,460
+2.7%
1.43%
+3.2%
Q2 2018$1,434,000
+4.4%
9,214
-1.5%
1.38%
+2.9%
Q1 2018$1,374,0009,3551.35%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
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