WBH ADVISORY INC - 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
WBH ADVISORY INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$250,805
-6.8%
1,1710.0%0.03%
-3.1%
Q2 2023$269,026
+5.0%
1,171
-1.1%
0.03%0.0%
Q1 2023$256,229
+10.9%
1,1840.0%0.03%
-3.0%
Q3 2022$231,000
-3.8%
1,1840.0%0.03%
+3.1%
Q2 2022$240,000
-10.8%
1,1840.0%0.03%
-3.0%
Q1 2022$269,000
-19.5%
1,1840.0%0.03%
-13.2%
Q4 2021$334,000
+0.6%
1,1840.0%0.04%
-15.6%
Q3 2021$332,000
-1.2%
1,1840.0%0.04%
-8.2%
Q2 2021$336,000
+3.4%
1,1840.0%0.05%
-7.5%
Q1 2021$325,000
-4.7%
1,1840.0%0.05%
-10.2%
Q4 2020$341,000
+34.3%
1,1840.0%0.06%
+15.7%
Q3 2020$254,000
+9.0%
1,184
+1.3%
0.05%
-8.9%
Q2 2020$233,0001,1690.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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