One Capital Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 743 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 2.11 and the average weighting 0.5%.

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 Q1 2021
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