Wealthspire Advisors, L.P. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 522 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.97 and the average weighting 0.5%.

Quarter-by-quarter ownership
Wealthspire Advisors, L.P. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2020$488,000
+8.7%
2,273
+1.0%
0.02%
-46.9%
Q2 2020$449,000
+116.9%
2,250
+62.9%
0.03%
+77.8%
Q1 2020$207,000
-37.3%
1,381
-16.9%
0.02%
-18.2%
Q4 2019$330,000
+9.3%
1,662
+0.1%
0.02%0.0%
Q3 2019$302,000
-2.3%
1,661
+0.1%
0.02%
-4.3%
Q2 2019$309,000
+3.7%
1,660
+0.1%
0.02%
+4.5%
Q1 2019$298,000
+14.6%
1,658
-4.0%
0.02%
-4.3%
Q4 2018$260,000
-28.0%
1,727
-10.5%
0.02%
-23.3%
Q3 2018$361,000
+6.5%
1,9290.0%0.03%
-3.2%
Q2 2018$339,000
+7.3%
1,929
+0.1%
0.03%
+3.3%
Q1 2018$316,000
+1.9%
1,9280.0%0.03%0.0%
Q4 2017$310,000
+1.6%
1,928
-3.4%
0.03%
-9.1%
Q3 2017$305,000
+5.2%
1,995
+0.1%
0.03%
-2.9%
Q2 2017$290,000
+27.2%
1,993
+23.2%
0.03%
+6.2%
Q1 2017$228,000
-10.6%
1,618
-15.5%
0.03%
-15.8%
Q4 2016$255,000
+1.6%
1,914
+0.4%
0.04%
-2.6%
Q3 2016$251,000
+14.1%
1,907
+7.5%
0.04%
+5.4%
Q2 2016$220,000
+4.3%
1,774
+0.2%
0.04%0.0%
Q1 2016$211,000
-10.2%
1,770
-8.4%
0.04%
-15.9%
Q4 2015$235,0001,9330.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2020
NameSharesValueWeighting ↓
Jentner Corp 98,470$21,090,32313.11%
BHK Investment Advisors, LLC 95,046$20,356,9459.36%
Bromfield Sneider Wealth Advisors 57,033$12,215,2829.20%
SWAN Capital LLC 52,751$11,298,2099.01%
Vawter Financial, Ltd. 43,774$9,375,6058.42%
Summit Financial Strategies, Inc. 133,928$28,684,6225.46%
Brickley Wealth Management 94,657$20,273,6015.41%
Fee-Only Financial Planning, L.C. 31,174$6,676,8475.38%
Jacobsen Capital Management 45,583$9,763,0015.30%
American Financial Advisors, LLC 150,038$32,135,1815.06%
View complete list of VANGUARD INDEX FDS shareholders