WealthPLAN Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 838 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.4%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$1,404,518
+13.4%
5,809
+0.5%
0.14%0.0%
Q3 2023$1,238,316
+31.8%
5,782
+41.4%
0.14%
+8.3%
Q2 2023$939,632
-31.8%
4,090
-35.8%
0.13%
-15.3%
Q1 2023$1,377,625
-32.0%
6,366
-28.9%
0.16%
+11.3%
Q4 2022$2,024,536
-14.5%
8,954
-16.5%
0.14%
-14.0%
Q1 2022$2,367,000
-13.6%
10,722
-3.9%
0.16%
-8.9%
Q4 2021$2,739,000
+48.6%
11,152
+71.0%
0.18%
+46.3%
Q3 2021$1,843,000
+78.2%
6,521
+79.3%
0.12%
+68.5%
Q2 2021$1,034,000
+14.0%
3,636
+11.2%
0.07%
+4.3%
Q1 2021$907,000
-4.1%
3,270
+0.1%
0.07%
-12.5%
Q4 2020$946,000
+21.6%
3,268
-1.2%
0.08%
+5.3%
Q3 2020$778,000
+3.3%
3,307
-5.1%
0.08%
-2.6%
Q2 2020$753,000
+488.3%
3,486
+237.1%
0.08%
Q2 2016$128,000
-95.4%
1,034
+1398.6%
0.00%
Q4 2015$2,799,000
+15450.0%
69
-49.3%
0.00%
-100.0%
Q2 2015$18,0001360.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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