Segment Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 625 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.97 and the average weighting 0.5%.

Quarter-by-quarter ownership
Segment Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$277,363
-8.7%
1,295
-2.0%
0.03%
-9.7%
Q2 2023$303,653
+8.4%
1,322
+2.1%
0.03%
-3.1%
Q1 2023$280,251
+7.9%
1,2950.0%0.03%
+6.7%
Q4 2022$259,699
+2.6%
1,2950.0%0.03%
-6.2%
Q3 2022$253,000
-0.8%
1,2950.0%0.03%0.0%
Q2 2022$255,000
-20.6%
1,2950.0%0.03%
-3.0%
Q1 2022$321,000
-12.1%
1,2950.0%0.03%
-13.2%
Q4 2021$365,000
+0.6%
1,2950.0%0.04%
-11.6%
Q3 2021$363,000
-3.2%
1,2950.0%0.04%
-4.4%
Q2 2021$375,000
+5.3%
1,2950.0%0.04%
-4.3%
Q1 2021$356,000
+2.6%
1,2950.0%0.05%
-6.0%
Q4 2020$347,000
+24.8%
1,2950.0%0.05%
+11.1%
Q3 2020$278,000
+7.8%
1,2950.0%0.04%
-6.2%
Q2 2020$258,000
+0.4%
1,2950.0%0.05%
+11.6%
Q4 2019$257,000
+8.9%
1,2950.0%0.04%
-6.5%
Q3 2019$236,000
-2.1%
1,2950.0%0.05%
-6.1%
Q2 2019$241,000
+3.4%
1,2950.0%0.05%0.0%
Q1 2019$233,000
-4.1%
1,2950.0%0.05%
-7.5%
Q3 2018$243,000
+6.6%
1,2950.0%0.05%
-1.9%
Q2 2018$228,000
+7.5%
1,2950.0%0.05%
+1.9%
Q1 2018$212,000
+1.9%
1,2950.0%0.05%
+6.0%
Q4 2017$208,0000.0%1,295
-9.4%
0.05%
-12.3%
Q2 2017$208,0001,4300.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Jentner Corp 117,818$17,708,00023.18%
Radnor Financial Advisors, LLC 125,322$18,835,00016.01%
DWM Financial Group, Inc. 32,814$4,932,00010.84%
BALASA DINVERNO & FOLTZ LLC 544,919$81,901,00010.30%
Summit Financial Strategies, Inc. 119,655$17,984,0009.75%
BHK Investment Advisors, LLC 73,738$11,083,0007.89%
Mosaic Family Wealth, LLC 84,664$12,725,0006.45%
CHOREO, LLC 332,173$49,926,0006.14%
INSPIRION WEALTH ADVISORS, LLC 79,427$11,938,0005.89%
Bishop & Co Investment Management, LLC 42,325$8,410,0005.63%
View complete list of VANGUARD INDEX FDS shareholders