MATHER GROUP, 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
MATHER GROUP, LLC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$161,085,605
-8.0%
752,104
-1.3%
2.86%
+2.5%
Q2 2023$175,024,219
+6.1%
761,836
-0.0%
2.79%
-4.8%
Q1 2023$164,937,281
+13.0%
762,152
+4.7%
2.93%
+4.2%
Q4 2022$145,999,729
+7.8%
728,033
+4.9%
2.81%
-3.6%
Q3 2022$135,473,000
+5.4%
694,270
+6.4%
2.92%
-0.6%
Q2 2022$128,577,000
-16.5%
652,578
+5.2%
2.94%
-3.4%
Q1 2022$153,929,000
-6.0%
620,358
+6.8%
3.04%
-5.2%
Q4 2021$163,735,000
+5.7%
581,052
+5.1%
3.21%
-14.0%
Q3 2021$154,916,000
+1.7%
552,959
+5.2%
3.73%
-3.1%
Q2 2021$152,363,000
+11.8%
525,773
+6.0%
3.85%
-0.2%
Q1 2021$136,230,000
+6.4%
496,011
+3.7%
3.85%
-7.6%
Q4 2020$127,997,000
+26.7%
478,204
+1.7%
4.17%
+5.1%
Q3 2020$101,016,000
+11.7%
469,995
+3.7%
3.97%
-4.2%
Q2 2020$90,461,000
+126.3%
453,210
+70.4%
4.14%
+48.4%
Q1 2020$39,969,000
-19.9%
265,931
+5.9%
2.79%
-10.8%
Q4 2019$49,908,000
+16.2%
251,171
+6.5%
3.13%
-0.5%
Q3 2019$42,939,000
+2.4%
235,877
+4.8%
3.15%
-7.0%
Q2 2019$41,914,000
+5.4%
225,088
+1.7%
3.38%
+2.2%
Q1 2019$39,779,000
+22.5%
221,340
+2.7%
3.31%
+11.1%
Q4 2018$32,467,000
-26.1%
215,601
-8.1%
2.98%
-23.9%
Q3 2018$43,929,000
-11.3%
234,515
-16.7%
3.92%
-19.0%
Q2 2018$49,515,000
-31.2%
281,657
-35.8%
4.83%
-35.2%
Q1 2018$71,973,000
+9.3%
438,993
+7.3%
7.46%
+1.9%
Q4 2017$65,837,000
+11.2%
409,308
+5.5%
7.32%
+1.6%
Q3 2017$59,231,000
+11.1%
388,045
+6.0%
7.20%
+1.8%
Q2 2017$53,333,000
+15.2%
365,968
+11.2%
7.08%
+1.0%
Q1 2017$46,309,000
+18.8%
329,206
+12.4%
7.01%
+2.1%
Q4 2016$38,980,000292,7746.86%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2018
NameSharesValueWeighting ↓
Jentner Corp 148,492$27,815,00023.08%
BALASA DINVERNO & FOLTZ LLC 616,202$115,427,00012.97%
Summit Financial Strategies, Inc. 117,608$22,030,00010.04%
Q3 Asset Management 23,613$4,423,0008.54%
Wechter Feldman Wealth Management, Inc. 73,722$13,810,0008.44%
BHK Investment Advisors, LLC 55,425$10,382,0006.99%
Corrigan Financial, Inc. 50,700$9,497,2046.82%
INSPIRION WEALTH ADVISORS, LLC 78,512$14,707,0006.24%
Towerpoint Wealth, LLC 39,389$7,378,0006.13%
Mosaic Family Wealth, LLC 84,172$13,860,0005.67%
View complete list of VANGUARD INDEX FDS shareholders