Circle Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 745 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.68 and the average weighting 0.5%.

Quarter-by-quarter ownership
Circle Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$322,000
-0.9%
1,6510.0%0.05%
+1.9%
Q2 2022$325,000
-70.3%
1,651
-62.6%
0.05%
-63.9%
Q1 2022$1,096,000
-68.5%
4,418
-64.3%
0.14%
-68.4%
Q4 2021$3,484,000
+712.1%
12,363
+707.0%
0.46%
+633.9%
Q3 2021$429,000
-3.4%
1,5320.0%0.06%
-3.1%
Q2 2021$444,000
-80.9%
1,532
-81.9%
0.06%
-82.7%
Q1 2021$2,319,0008,4420.37%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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