BOURGEON CAPITAL MANAGEMENT LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 758 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 1.69 and the average weighting 0.5%.

Quarter-by-quarter ownership
BOURGEON CAPITAL MANAGEMENT LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$32,556
-6.8%
1520.0%0.01%0.0%
Q2 2023$34,921
+6.2%
1520.0%0.01%0.0%
Q1 2023$32,895
+7.9%
1520.0%0.01%
+14.3%
Q4 2022$30,482
+1.6%
1520.0%0.01%
-12.5%
Q3 2022$30,0000.0%1520.0%0.01%0.0%
Q2 2022$30,000
-21.1%
1520.0%0.01%
-11.1%
Q1 2022$38,000
-11.6%
1520.0%0.01%0.0%
Q4 2021$43,0000.0%1520.0%0.01%0.0%
Q3 2021$43,000
-2.3%
1520.0%0.01%0.0%
Q2 2021$44,000
+4.8%
1520.0%0.01%0.0%
Q1 2021$42,000
+2.4%
1520.0%0.01%
-10.0%
Q4 2020$41,000
+24.2%
1520.0%0.01%0.0%
Q3 2020$33,000
+10.0%
1520.0%0.01%
-9.1%
Q2 2020$30,000
+30.4%
1520.0%0.01%
-8.3%
Q1 2020$23,000
-23.3%
1520.0%0.01%
-14.3%
Q4 2019$30,000
+7.1%
1520.0%0.01%
-6.7%
Q3 2019$28,0001520.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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