RWA WEALTH PARTNERS, 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
RWA WEALTH PARTNERS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$58,954,474
-5.0%
275,257
+1.9%
1.28%
-5.4%
Q2 2023$62,059,119
+9.4%
270,128
+3.0%
1.36%
-0.2%
Q1 2023$56,738,433
+4.8%
262,180
+2.7%
1.36%
+1.1%
Q4 2022$54,135,880
+421.0%
255,406
+379.7%
1.35%
+83.9%
Q3 2022$10,390,000
+1.9%
53,245
+2.9%
0.73%
+6.4%
Q2 2022$10,199,000
-22.9%
51,762
-2.9%
0.69%
-19.6%
Q1 2022$13,228,000
-26.9%
53,310
-17.0%
0.86%
-29.5%
Q4 2021$18,106,000
-1.3%
64,253
-1.8%
1.22%
-11.2%
Q3 2021$18,340,000
-3.5%
65,461
-0.2%
1.37%
-3.5%
Q2 2021$19,010,000
+4.5%
65,599
-1.0%
1.42%
-3.4%
Q1 2021$18,195,000
-1.1%
66,249
-3.6%
1.47%
-10.0%
Q4 2020$18,396,000
+16.7%
68,730
-6.3%
1.63%
-1.6%
Q3 2020$15,770,000
+5.2%
73,371
-2.3%
1.66%
-9.5%
Q2 2020$14,991,000
+48.2%
75,105
+11.6%
1.83%
+27.9%
Q1 2020$10,114,000
+193.8%
67,294
+288.4%
1.43%
+320.2%
Q4 2019$3,443,000
+7.3%
17,326
-1.7%
0.34%
+0.6%
Q3 2019$3,208,000
-4.4%
17,624
-2.2%
0.34%
-5.8%
Q2 2019$3,357,000
+2.7%
18,028
-0.9%
0.36%
-3.7%
Q1 2019$3,269,000
-39.6%
18,191
-49.3%
0.37%
-47.4%
Q4 2018$5,408,000
+368.6%
35,914
+482.8%
0.71%
+451.2%
Q3 2018$1,154,000
+13.4%
6,162
+6.4%
0.13%
+13.2%
Q2 2018$1,018,000
+1.8%
5,793
-5.0%
0.11%
-11.6%
Q1 2018$1,000,000
-71.5%
6,101
-72.0%
0.13%
-67.3%
Q4 2017$3,507,000
+4.1%
21,800
-1.2%
0.39%
+3.7%
Q3 2017$3,368,000
+5.0%
22,067
+0.3%
0.38%
-3.3%
Q2 2017$3,207,000
+6.5%
22,005
+2.8%
0.39%
-0.5%
Q1 2017$3,010,000
+312.9%
21,398
+291.0%
0.40%
-40.2%
Q4 2016$729,0005,4720.66%
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