Glassman Wealth Services - 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
Glassman Wealth Services ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$1,0000.0%70.0%0.00%
Q2 2022$1,000
-50.0%
70.0%0.00%
Q1 2022$2,000
-50.0%
7
-53.3%
0.00%
-100.0%
Q4 2021$4,000
-33.3%
15
-31.8%
0.00%0.0%
Q3 2021$6,0000.0%220.0%0.00%0.0%
Q2 2021$6,000
-33.3%
22
-29.0%
0.00%
-50.0%
Q1 2021$9,000
+12.5%
31
-3.1%
0.00%
+100.0%
Q4 2020$8,000
+166.7%
32
+100.0%
0.00%0.0%
Q3 2020$3,0000.0%160.0%0.00%0.0%
Q2 2020$3,000
+50.0%
160.0%0.00%0.0%
Q1 2020$2,000
-33.3%
160.0%0.00%0.0%
Q4 2019$3,0000.0%160.0%0.00%0.0%
Q3 2019$3,0000.0%160.0%0.00%0.0%
Q2 2019$3,0000.0%160.0%0.00%0.0%
Q1 2019$3,000
+50.0%
160.0%0.00%0.0%
Q4 2018$2,000
-33.3%
160.0%0.00%0.0%
Q3 2018$3,000160.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Jentner Corp 160,172$25,929,00022.78%
BALASA DINVERNO & FOLTZ LLC 624,600$100,467,00014.89%
Summit Financial Strategies, Inc. 117,734$18,937,0009.91%
BHK Investment Advisors, LLC 56,754$9,129,0007.70%
Corrigan Financial, Inc. 55,366$8,905,5457.47%
MATHER GROUP, LLC. 409,308$65,837,0007.32%
Towerpoint Wealth, LLC 27,803$4,472,0005.92%
INSPIRION WEALTH ADVISORS, LLC 71,836$11,555,0005.61%
Brickley Wealth Management 52,464$8,439,0004.48%
Mosaic Family Wealth, LLC 75,236$12,102,0004.40%
View complete list of VANGUARD INDEX FDS shareholders