Linscomb Wealth, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 743 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 2.11 and the average weighting 0.5%.

Quarter-by-quarter ownership
Linscomb Wealth, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$288,073
-6.8%
1,3450.0%0.02%0.0%
Q2 2023$309,001
+4.6%
1,345
-1.5%
0.02%
+13.3%
Q1 2023$295,400
+9.5%
1,365
+1.5%
0.02%
+7.1%
Q4 2022$269,726
+2.9%
1,3450.0%0.01%
-12.5%
Q3 2022$262,000
-1.1%
1,3450.0%0.02%
+6.7%
Q2 2022$265,000
-25.8%
1,345
-6.4%
0.02%
-11.8%
Q1 2022$357,000
-11.9%
1,437
-0.1%
0.02%
-10.5%
Q4 2021$405,000
+0.5%
1,4380.0%0.02%
-9.5%
Q3 2021$403,000
-3.4%
1,4380.0%0.02%0.0%
Q2 2021$417,000
+12.7%
1,438
+6.8%
0.02%
+5.0%
Q1 2021$370,000
+2.8%
1,346
+0.1%
0.02%
-9.1%
Q4 2020$360,000
+24.6%
1,3450.0%0.02%
+10.0%
Q3 2020$289,000
+7.8%
1,3450.0%0.02%0.0%
Q2 2020$268,000
+32.0%
1,345
-0.3%
0.02%
+11.1%
Q1 2020$203,0001,3490.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Bromfield Sneider Wealth Advisors 56,692$13,706,3149.28%
FC Advisory LLC 40,734$9,848,1713.81%
Dentgroup LLC 8,868$2,144,0841.90%
Curbstone Financial Management Corp 13,470$3,256,6420.74%
JUNCTURE WEALTH STRATEGIES, LLC 6,529$1,578,5160.72%
Harbour Capital Advisors, LLC 6,961$1,615,3000.44%
Richard P Slaughter Associates Inc 6,962$1,683,2020.42%
CHERRYDALE WEALTH MANAGEMENT, LLC 2,803$677,6050.35%
MASSMUTUAL TRUST CO FSB/ADV 39,644$9,584,7300.32%
WALLER FINANCIAL PLANNING GROUP, INC 3,507$848,0030.22%
View complete list of VANGUARD INDEX FDS shareholders