EVERMAY WEALTH MANAGEMENT LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 831 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.33 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 Q1 2022
NameSharesValueWeighting ↓
Jentner Corp 98,470$21,090,32313.11%
BHK Investment Advisors, LLC 95,046$20,356,9459.36%
Bromfield Sneider Wealth Advisors 57,033$12,215,2829.20%
SWAN Capital LLC 52,751$11,298,2099.01%
Vawter Financial, Ltd. 43,774$9,375,6058.42%
Summit Financial Strategies, Inc. 133,928$28,684,6225.46%
Brickley Wealth Management 94,657$20,273,6015.41%
Fee-Only Financial Planning, L.C. 31,174$6,676,8475.38%
Jacobsen Capital Management 45,583$9,763,0015.30%
American Financial Advisors, LLC 150,038$32,135,1815.06%
View complete list of VANGUARD INDEX FDS shareholders