Private Ocean, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 819 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.5%.

Quarter-by-quarter ownership
Private Ocean, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$219,268
+16.4%
1,024
+24.9%
0.03%
+16.7%
Q2 2023$188,451
+13.0%
820
+6.4%
0.02%
+9.1%
Q1 2023$166,822
+60.0%
771
+48.3%
0.02%
+69.2%
Q4 2022$104,281
+3.2%
5200.0%0.01%
-18.8%
Q3 2022$101,000
-1.0%
5200.0%0.02%0.0%
Q2 2022$102,000
-20.9%
5200.0%0.02%0.0%
Q1 2022$129,000
-12.2%
5200.0%0.02%
-5.9%
Q4 2021$147,000
+0.7%
5200.0%0.02%
-5.6%
Q3 2021$146,000
-3.3%
5200.0%0.02%
-10.0%
Q2 2021$151,000
+5.6%
5200.0%0.02%
-20.0%
Q1 2021$143,000
+2.9%
5200.0%0.02%
-10.7%
Q4 2020$139,000
+24.1%
5200.0%0.03%
+7.7%
Q3 2020$112,000
+8.7%
5200.0%0.03%
+4.0%
Q2 2020$103,000
+32.1%
5200.0%0.02%
+19.0%
Q1 2020$78,000
-25.0%
5200.0%0.02%
-16.0%
Q4 2019$104,000
+9.5%
5200.0%0.02%
+4.2%
Q3 2019$95,000
-1.0%
5200.0%0.02%
-7.7%
Q2 2019$96,000
+3.2%
5200.0%0.03%
+4.0%
Q1 2019$93,000
-33.1%
520
-34.3%
0.02%
-60.9%
Q2 2018$139,000
+7.8%
7910.0%0.06%
+3.2%
Q1 2018$129,0007910.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
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