BEESE FULMER INVESTMENT MANAGEMENT, INC. - 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
BEESE FULMER INVESTMENT MANAGEMENT, INC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,162,591
-4.9%
6,1490.0%0.13%
-0.8%
Q2 2023$1,222,975
+4.4%
6,149
-0.5%
0.13%
-1.5%
Q1 2023$1,171,291
+0.3%
6,179
-2.9%
0.13%
-5.0%
Q4 2022$1,167,825
+9.8%
6,363
+2.2%
0.14%
-1.4%
Q3 2022$1,064,000
+11.2%
6,224
+14.5%
0.14%
+17.2%
Q2 2022$957,000
-11.6%
5,435
+6.6%
0.12%
+4.3%
Q1 2022$1,083,000
-7.4%
5,097
-1.5%
0.12%
-4.1%
Q4 2021$1,169,000
+2.4%
5,172
-0.9%
0.12%
-5.4%
Q3 2021$1,142,000
-0.3%
5,221
+2.6%
0.13%
-0.8%
Q2 2021$1,146,000
+5.7%
5,087
+0.4%
0.13%0.0%
Q1 2021$1,084,000
+9.8%
5,065
-0.1%
0.13%
+3.2%
Q4 2020$987,000
+25.4%
5,070
-0.9%
0.13%
+13.5%
Q3 2020$787,000
+4.5%
5,118
-1.0%
0.11%0.0%
Q2 2020$753,000
+44.3%
5,168
+14.4%
0.11%
+19.4%
Q1 2020$522,0004,5180.09%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 270,794$53,858,11927.31%
Aufman Associates Inc 147,943$29,424,40424.27%
Investments & Financial Planning, LLC 107,417$21,364,11418.50%
MBE Wealth Management, LLC 148,264$29,488,32515.85%
Whelan Financial 125,604$24,981,37513.06%
Family Investment Center, Inc. 99,242$19,738,14812.63%
BLUESTEM FINANCIAL ADVISORS, LLC 103,586$20,602,25812.46%
McCarthy Grittinger Financial Group, LLC 158,607$31,545,34212.20%
BCK Partners, Inc. 96,331$19,159,17311.98%
Brown Financial Advisory 71,177$14,156,48111.55%
View complete list of VANGUARD INDEX FDS shareholders