Clearstead Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,271 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.70 and the average weighting 0.9%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$57,236,296
+88.7%
302,726
+98.5%
1.66%
-9.6%
Q2 2023$30,331,838
+17.3%
152,506
+11.8%
1.84%
-2.3%
Q1 2023$25,860,649
+5.7%
136,425
+2.4%
1.88%
-1.8%
Q4 2022$24,462,354
+16.5%
133,281
+8.4%
1.92%
-1.0%
Q3 2022$21,006,000
+4.4%
122,907
+7.5%
1.94%
+23.3%
Q2 2022$20,130,000
-14.8%
114,302
+2.8%
1.57%
-2.1%
Q1 2022$23,619,000
+17.1%
111,139
+24.5%
1.60%
+16.8%
Q4 2021$20,168,000
+9.5%
89,236
+5.9%
1.37%
-0.1%
Q3 2021$18,419,000
-2.7%
84,233
+0.3%
1.37%
-5.6%
Q2 2021$18,923,000
+8.6%
83,997
+3.2%
1.46%
+0.3%
Q1 2021$17,428,000
+13.9%
81,409
+3.6%
1.45%
+4.4%
Q4 2020$15,298,000
+53.5%
78,582
+21.3%
1.39%
+30.2%
Q3 2020$9,967,000
+22.3%
64,804
+15.9%
1.07%
+13.4%
Q2 2020$8,149,000
+65.2%
55,924
+30.8%
0.94%
+31.2%
Q1 2020$4,934,000
+77.0%
42,744
+154.0%
0.72%
+112.4%
Q4 2019$2,788,000
+6.1%
16,830
-1.4%
0.34%
-4.0%
Q3 2019$2,628,000
-0.4%
17,077
+1.4%
0.35%
+0.3%
Q2 2019$2,638,000
-32.7%
16,838
-34.3%
0.35%
-35.0%
Q1 2019$3,918,000
+86.3%
25,640
+60.9%
0.54%
+64.6%
Q4 2018$2,103,000
+139.0%
15,936
+194.5%
0.33%
+171.1%
Q3 2018$880,000
+89.2%
5,412
+81.2%
0.12%
+83.3%
Q2 2018$465,000
+29.9%
2,987
+22.6%
0.07%
+26.9%
Q1 2018$358,000
+57.0%
2,437
+57.7%
0.05%
+67.7%
Q4 2017$228,000
-45.1%
1,545
-47.4%
0.03%
-42.6%
Q3 2017$415,0002,9380.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Trinity Financial Advisors LLC 221,702$47,432,00033.22%
Aufman Associates Inc 143,772$32,389,00024.98%
Chandler Asset Management, Inc. 287,915$64,861,00016.94%
Emerson Wealth, LLC 109,699$24,713,00013.62%
BLUESTEM FINANCIAL ADVISORS, LLC 88,273$19,886,00013.40%
McCarthy Grittinger Financial Group, LLC 136,444$30,738,17213.37%
MBE Wealth Management, LLC 112,879$25,429,00013.17%
BCK Partners, Inc. 85,967$19,367,00012.81%
Axiom Financial Strategies, LLC 105,847$23,845,00011.00%
Ellenbecker Investment Group 142,982$32,211,00010.57%
View complete list of VANGUARD INDEX FDS shareholders