PDS Planning, Inc - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,087 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 0.25 and the average weighting 0.7%.

Quarter-by-quarter ownership
PDS Planning, Inc ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,705,390
-3.6%
40,754
+1.4%
1.00%
-2.4%
Q2 2023$7,992,126
+6.3%
40,184
+1.3%
1.02%
-1.4%
Q1 2023$7,516,178
+3.4%
39,651
+0.2%
1.04%
-10.8%
Q4 2022$7,265,523
+31.4%
39,586
+22.3%
1.16%
+15.3%
Q3 2022$5,531,000
+10.7%
32,362
+14.1%
1.01%
+11.4%
Q2 2022$4,996,000
-10.8%
28,370
+7.7%
0.90%
-8.2%
Q1 2022$5,598,000
+12.0%
26,342
+19.2%
0.98%
+3.0%
Q4 2021$4,996,000
+4.7%
22,104
+1.3%
0.96%
-13.2%
Q3 2021$4,771,000
+3.3%
21,820
+6.5%
1.10%
-2.0%
Q2 2021$4,617,000
+7.8%
20,495
+2.4%
1.12%
-9.6%
Q1 2021$4,284,000
+10.7%
20,012
+0.7%
1.24%
-6.4%
Q4 2020$3,871,000
+25.7%
19,882
-0.7%
1.33%
+6.0%
Q3 2020$3,079,000
+7.5%
20,022
+1.9%
1.25%
-3.4%
Q2 2020$2,864,000
+115.2%
19,656
+70.4%
1.30%
+52.7%
Q1 2020$1,331,000
+483.8%
11,533
+736.3%
0.85%
+490.3%
Q4 2019$228,000
+8.1%
1,379
+0.4%
0.14%
-1.4%
Q3 2019$211,0001,3730.15%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2019
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