Glassman Wealth Services - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 825 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.48 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 Q4 2022
NameSharesValueWeighting ↓
Jentner Corp 85,208$22,807,00022.41%
Radnor Financial Advisors, LLC 141,213$37,797,00017.56%
BALASA DINVERNO & FOLTZ LLC 503,793$134,845,00011.19%
Summit Financial Strategies, Inc. 114,096$30,539,00010.49%
BHK Investment Advisors, LLC 73,207$19,595,0009.14%
CHOREO, LLC 409,770$109,679,0007.77%
Mosaic Family Wealth, LLC 76,405$20,450,0006.83%
AFFINITY WEALTH MANAGEMENT LLC 112,643$32,175,0006.79%
Bishop & Co Investment Management, LLC 45,510$12,181,0006.73%
RFG HOLDINGS, INC. 38,149$10,211,0006.67%
View complete list of VANGUARD INDEX FDS shareholders