WEALTH ENHANCEMENT ADVISORY SERVICES, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 881 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.17 and the average weighting 0.5%.

Quarter-by-quarter ownership
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$18,742,833
+115.2%
87,510
+119.8%
0.06%
-44.6%
Q4 2022$8,708,698
+15.0%
39,811
+4.8%
0.11%
+3.7%
Q3 2022$7,576,000
+1.0%
37,985
+5.0%
0.11%
+2.9%
Q2 2022$7,499,000
-18.9%
36,174
-1.0%
0.10%
-16.0%
Q1 2022$9,252,000
+19.5%
36,545
+14.9%
0.12%
+12.6%
Q4 2021$7,745,000
-18.3%
31,795
-1.6%
0.11%
-20.7%
Q3 2021$9,481,000
-7.4%
32,316
-12.4%
0.14%
-15.2%
Q2 2021$10,239,000
-1.1%
36,897
+0.4%
0.16%
-12.2%
Q1 2021$10,351,00036,7340.19%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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