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 ↓
Jentner Corp 148,492$27,815,00023.08%
BALASA DINVERNO & FOLTZ LLC 616,202$115,427,00012.97%
Summit Financial Strategies, Inc. 117,608$22,030,00010.04%
Q3 Asset Management 23,613$4,423,0008.54%
Wechter Feldman Wealth Management, Inc. 73,722$13,810,0008.44%
BHK Investment Advisors, LLC 55,425$10,382,0006.99%
Corrigan Financial, Inc. 50,700$9,497,2046.82%
INSPIRION WEALTH ADVISORS, LLC 78,512$14,707,0006.24%
Towerpoint Wealth, LLC 39,389$7,378,0006.13%
Mosaic Family Wealth, LLC 84,172$13,860,0005.67%
View complete list of VANGUARD INDEX FDS shareholders