Avantax Planning Partners, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 819 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.5%.

Quarter-by-quarter ownership
Avantax Planning Partners, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,487,526
-3.6%
34,959
+3.4%
0.31%
+1.3%
Q2 2023$7,768,888
+4.1%
33,816
-1.9%
0.31%
+2.0%
Q1 2023$7,462,250
+8.0%
34,482
+0.1%
0.30%
+10.6%
Q4 2022$6,906,798
+28.5%
34,441
+25.0%
0.27%
+13.2%
Q3 2022$5,375,000
-14.6%
27,546
-13.8%
0.24%
-10.0%
Q2 2022$6,294,000
+104.0%
31,946
+156.9%
0.27%
+120.5%
Q1 2022$3,085,000
+31.4%
12,433
+49.2%
0.12%
+25.8%
Q4 2021$2,348,000
+28.9%
8,332
+28.1%
0.10%
+15.5%
Q3 2021$1,822,000
+793.1%
6,502
+536.8%
0.08%
+600.0%
Q2 2020$204,000
-53.6%
1,021
-65.1%
0.01%
-61.3%
Q1 2020$440,000
-27.0%
2,925
-3.7%
0.03%
-11.4%
Q4 2019$603,000
+497.0%
3,037
+462.4%
0.04%
+337.5%
Q3 2018$101,000
+71.2%
540
+50.0%
0.01%
+60.0%
Q1 2018$59,0003600.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Jentner Corp 160,172$25,929,00022.78%
BALASA DINVERNO & FOLTZ LLC 624,600$100,467,00014.89%
Summit Financial Strategies, Inc. 117,734$18,937,0009.91%
BHK Investment Advisors, LLC 56,754$9,129,0007.70%
Corrigan Financial, Inc. 55,366$8,905,5457.47%
MATHER GROUP, LLC. 409,308$65,837,0007.32%
Towerpoint Wealth, LLC 27,803$4,472,0005.92%
INSPIRION WEALTH ADVISORS, LLC 71,836$11,555,0005.61%
Brickley Wealth Management 52,464$8,439,0004.48%
Mosaic Family Wealth, LLC 75,236$12,102,0004.40%
View complete list of VANGUARD INDEX FDS shareholders