EVERMAY WEALTH MANAGEMENT LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 881 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.17 and the average weighting 0.5%.

Quarter-by-quarter ownership
EVERMAY WEALTH MANAGEMENT LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$653,678
-10.5%
3,052
-4.0%
0.13%
-5.0%
Q2 2023$730,114
+5.9%
3,178
-0.3%
0.14%
+1.4%
Q1 2023$689,699
+6.7%
3,187
-1.1%
0.14%
+5.3%
Q4 2022$646,541
-2.5%
3,224
-5.1%
0.13%0.0%
Q3 2022$663,000
-4.1%
3,399
-3.1%
0.13%
-1.5%
Q2 2022$691,000
-33.4%
3,509
-16.1%
0.13%
-23.0%
Q1 2022$1,037,000
+4408.7%
4,181
+4998.8%
0.17%
+4250.0%
Q4 2021$23,000820.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
BALASA DINVERNO & FOLTZ LLC 593,133$72,030,00012.10%
Summit Financial Strategies, Inc. 108,754$13,207,00010.28%
Corrigan Financial, Inc. 65,016$7,895,6008.36%
Arrow Investment Advisors, LLC 173,821$21,109,0005.54%
MCMILLION CAPITAL MANAGEMENT INC 47,800$5,805,0004.35%
FORTE CAPITAL LLC /ADV 85,430$10,375,0004.25%
IBBOTSON ASSOCIATES INC 54,000$6,558,0003.39%
INSPIRION WEALTH ADVISORS, LLC 35,564$4,319,0003.17%
Stratos Wealth Partners, LTD. 293,962$35,699,0002.98%
Asset Management Group, Inc. 49,088$5,961,0002.70%
View complete list of VANGUARD INDEX FDS shareholders