Polaris Wealth Advisory Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 222 filers reported holding VANGUARD INDEX FDS in Q1 2014. The put-call ratio across all filers is 1.92 and the average weighting 0.5%.

Quarter-by-quarter ownership
Polaris Wealth Advisory Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,434,383
-10.1%
20,704
-3.6%
0.34%
-9.9%
Q2 2023$4,934,356
+82139.3%
21,478
+61265.7%
0.37%
+37300.0%
Q2 2018$6,0000.0%350.0%0.00%
Q1 2018$6,000
-96.2%
35
-97.2%
0.00%
-100.0%
Q1 2014$156,000
-10.3%
1,257
-11.8%
0.04%
-14.0%
Q4 2013$174,000
-99.8%
1,425
+84.6%
0.04%
+59.3%
Q3 2013$88,363,000
+50.1%
772
+35.0%
0.03%
+12.5%
Q2 2013$58,882,0005720.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2014
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