One Capital Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 711 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 5.99 and the average weighting 0.6%.

Quarter-by-quarter ownership
One Capital Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$385,503
+0.8%
1,678
-5.1%
0.02%
-10.5%
Q1 2023$382,612
-44.3%
1,768
-48.4%
0.02%
-48.6%
Q4 2022$687,250
-0.8%
3,427
-3.6%
0.04%
-9.8%
Q3 2022$693,000
-3.1%
3,555
-2.1%
0.04%
-2.4%
Q2 2022$715,000
-20.5%
3,630
+0.1%
0.04%
-12.5%
Q1 2022$899,000
-21.7%
3,626
-11.1%
0.05%
-44.8%
Q4 2021$1,148,000
-1.8%
4,077
-2.3%
0.09%
-10.3%
Q3 2021$1,169,000
-2.4%
4,174
+0.9%
0.10%
-8.5%
Q2 2021$1,198,000
-41.2%
4,135
-44.3%
0.11%
-52.9%
Q1 2021$2,037,000
-0.3%
7,420
-2.8%
0.22%
-8.5%
Q4 2020$2,043,000
+24.8%
7,635
+0.3%
0.25%
+10.3%
Q3 2020$1,637,000
+19.1%
7,615
+10.6%
0.22%
+13.2%
Q2 2020$1,374,000
+38.2%
6,886
+4.2%
0.20%
+16.6%
Q1 2020$994,0006,6110.17%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
BALASA DINVERNO & FOLTZ LLC 593,133$72,030,00012.10%
Summit Financial Strategies, Inc. 108,754$13,207,00010.28%
Corrigan Financial, Inc. 65,016$7,895,6008.36%
Arrow Investment Advisors, LLC 173,821$21,109,0005.54%
MCMILLION CAPITAL MANAGEMENT INC 47,800$5,805,0004.35%
FORTE CAPITAL LLC /ADV 85,430$10,375,0004.25%
IBBOTSON ASSOCIATES INC 54,000$6,558,0003.39%
INSPIRION WEALTH ADVISORS, LLC 35,564$4,319,0003.17%
Stratos Wealth Partners, LTD. 293,962$35,699,0002.98%
Asset Management Group, Inc. 49,088$5,961,0002.70%
View complete list of VANGUARD INDEX FDS shareholders