West Oak Capital, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 838 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.4%.

Quarter-by-quarter ownership
West Oak Capital, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$133
-99.9%
6200.0%0.07%
-4.3%
Q2 2023$142,439
+6.2%
6200.0%0.07%
+1.5%
Q1 2023$134,174
+136812.2%
620
+26.5%
0.07%
+33.3%
Q4 2022$98
-99.9%
490
-21.0%
0.05%
-22.7%
Q3 2022$121,000
-0.8%
6200.0%0.07%
+3.1%
Q2 2022$122,000
-22.8%
620
-2.8%
0.06%
-9.9%
Q1 2022$158,000
-12.2%
6380.0%0.07%
+7.6%
Q4 2021$180,000
+0.6%
6380.0%0.07%
-4.3%
Q3 2021$179,000
-0.6%
638
+2.9%
0.07%
-2.8%
Q2 2021$180,000
+5.9%
6200.0%0.07%
-2.7%
Q1 2021$170,000
+2.4%
6200.0%0.07%
-5.2%
Q4 2020$166,0006200.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
BALASA DINVERNO & FOLTZ LLC 593,133$72,030,00012.10%
Summit Financial Strategies, Inc. 108,754$13,207,00010.28%
Corrigan Financial, Inc. 65,016$7,895,6008.36%
Arrow Investment Advisors, LLC 173,821$21,109,0005.54%
MCMILLION CAPITAL MANAGEMENT INC 47,800$5,805,0004.35%
FORTE CAPITAL LLC /ADV 85,430$10,375,0004.25%
IBBOTSON ASSOCIATES INC 54,000$6,558,0003.39%
INSPIRION WEALTH ADVISORS, LLC 35,564$4,319,0003.17%
Stratos Wealth Partners, LTD. 293,962$35,699,0002.98%
Asset Management Group, Inc. 49,088$5,961,0002.70%
View complete list of VANGUARD INDEX FDS shareholders