Coe Capital Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 434 filers reported holding VANGUARD INDEX FDS in Q3 2018. The put-call ratio across all filers is 0.50 and the average weighting 0.5%.

Quarter-by-quarter ownership
Coe Capital Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2021$296,000
+5.7%
1,0200.0%0.28%
-0.7%
Q1 2021$280,000
+2.6%
1,0200.0%0.28%
-5.7%
Q4 2020$273,000
+24.7%
1,0200.0%0.30%
+1.4%
Q3 2020$219,000
+7.4%
1,0200.0%0.29%
-3.0%
Q2 2020$204,000
-10.1%
1,020
-18.1%
0.30%
+20.7%
Q3 2019$227,000
-2.2%
1,2450.0%0.25%
-2.3%
Q2 2019$232,000
+3.6%
1,2450.0%0.26%
-1.2%
Q1 2019$224,000
-3.9%
1,2450.0%0.26%
+13.0%
Q3 2018$233,0000.0%1,245
-6.0%
0.23%
-11.2%
Q2 2018$233,000
+7.4%
1,3250.0%0.26%
+10.2%
Q1 2018$217,000
+1.9%
1,3250.0%0.24%
+4.4%
Q4 2017$213,000
+5.4%
1,3250.0%0.22%
+7.1%
Q3 2017$202,000
-99.9%
1,325
-21.4%
0.21%
+191.7%
Q3 2016$222,000,000
+4.7%
1,685
-1.5%
0.07%
-1.4%
Q2 2016$212,000,000
+4.4%
1,7100.0%0.07%
+12.3%
Q1 2016$203,000,000
-2.4%
1,7100.0%0.06%
-21.7%
Q4 2015$208,000,0001,7100.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2018
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