Perigon Wealth Management, LLC - VANGUARD INDEX FDS ownership

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VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 881 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.17 and the average weighting 0.5%.

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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$1,147,000–5,877–0.10%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Jentner Corp 98,470$21,090,32313.11%
BHK Investment Advisors, LLC 95,046$20,356,9459.36%
Bromfield Sneider Wealth Advisors 57,033$12,215,2829.20%
SWAN Capital LLC 52,751$11,298,2099.01%
Vawter Financial, Ltd. 43,774$9,375,6058.42%
Summit Financial Strategies, Inc. 133,928$28,684,6225.46%
Brickley Wealth Management 94,657$20,273,6015.41%
Fee-Only Financial Planning, L.C. 31,174$6,676,8475.38%
Jacobsen Capital Management 45,583$9,763,0015.30%
American Financial Advisors, LLC 150,038$32,135,1815.06%
View complete list of VANGUARD INDEX FDS shareholders