WealthPLAN Partners, 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
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 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