PDS Planning, Inc - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,643 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.9%.

Quarter-by-quarter ownership
PDS Planning, Inc ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$10,891,279
-3.0%
49,951
+1.7%
1.10%
-6.9%
Q1 2024$11,231,045
+5.7%
49,132
-1.4%
1.18%
-2.5%
Q4 2023$10,626,306
+37.9%
49,812
+22.2%
1.21%
+21.4%
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 2022
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 295,404$64,409,77926.79%
Aufman Associates Inc 149,181$32,527,41323.15%
Investments & Financial Planning, LLC 152,955$33,350,40822.39%
MBE Wealth Management, LLC 116,944$25,498,45115.44%
Brown Financial Advisory 78,310$17,074,64113.13%
Whelan Financial 131,262$28,620,35012.78%
Chandler Asset Management, Inc. 285,830$62,322,37312.63%
BLUESTEM FINANCIAL ADVISORS, LLC 113,418$24,729,60712.50%
McCarthy Grittinger Financial Group, LLC 165,515$36,091,88911.39%
BCK Partners, Inc. 100,048$21,814,53111.28%
View complete list of VANGUARD INDEX FDS shareholders