McKinley Carter Wealth Services, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 819 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.5%.

Quarter-by-quarter ownership
McKinley Carter Wealth Services, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,730,152
-9.7%
12,747
-3.1%
0.22%
-4.4%
Q2 2023$3,022,918
+5.0%
13,158
-1.1%
0.23%
+0.9%
Q1 2023$2,878,591
+3.1%
13,302
-4.5%
0.22%
-5.1%
Q4 2022$2,792,744
-0.8%
13,926
-3.4%
0.24%
-9.5%
Q3 2022$2,814,000
-8.2%
14,422
-7.3%
0.26%
-3.3%
Q2 2022$3,066,000
-25.0%
15,562
-5.6%
0.27%
-15.3%
Q1 2022$4,089,000
-14.5%
16,480
-2.8%
0.32%
-10.4%
Q4 2021$4,780,000
-13.7%
16,963
-14.2%
0.36%
-21.4%
Q3 2021$5,541,000
-12.7%
19,779
-9.6%
0.45%
-13.5%
Q2 2021$6,344,000
-0.0%
21,890
-5.3%
0.52%
-3.3%
Q1 2021$6,346,000
-1.7%
23,105
-4.3%
0.54%
-35.8%
Q4 2020$6,459,00024,1330.85%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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