Perigon Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 601 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.29 and the average weighting 0.6%.

Quarter-by-quarter ownership
Perigon Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,045,767
-51.8%
14,221
-48.2%
0.12%
-0.8%
Q2 2023$6,312,962
+325.0%
27,480
+300.4%
0.12%
+47.6%
Q1 2023$1,485,299
+22.0%
6,863
+13.0%
0.08%
+121.1%
Q4 2022$1,217,539
+6.1%
6,071
+3.3%
0.04%
-61.6%
Q3 2022$1,147,000
+11.8%
5,877
+12.8%
0.10%
+15.1%
Q2 2022$1,026,000
+76.3%
5,208
+122.0%
0.09%
+109.8%
Q1 2022$582,000
+2.8%
2,346
+16.8%
0.04%
+2.5%
Q4 2021$566,000
+6.8%
2,008
+6.2%
0.04%
-13.0%
Q3 2021$530,000
+0.4%
1,890
+3.7%
0.05%
-2.1%
Q2 2021$528,000
+38.6%
1,823
+31.5%
0.05%
+20.5%
Q1 2021$381,000
+7.9%
1,386
+5.2%
0.04%
-4.9%
Q4 2020$353,000
+25.6%
1,318
+0.8%
0.04%
+5.1%
Q3 2020$281,000
+16.6%
1,307
+8.4%
0.04%
+2.6%
Q2 2020$241,000
-14.8%
1,206
-14.8%
0.04%
-34.5%
Q4 2019$283,000
-75.3%
1,416
-75.9%
0.06%
-41.4%
Q3 2011$1,147,0005,8770.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2020
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