Whitegate Investment Counselors, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 745 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.68 and the average weighting 0.5%.

Quarter-by-quarter ownership
Whitegate Investment Counselors, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$952,947
-6.8%
4,449
+0.0%
0.32%
-4.8%
Q2 2023$1,021,951
+4.5%
4,448
-1.5%
0.34%
+6.0%
Q1 2023$977,565
+75155.2%
4,517
-30.3%
0.32%
-28.7%
Q4 2022$1,299
-99.9%
6,477
-16.7%
0.44%
-23.0%
Q3 2022$1,518,000
+4.5%
7,779
+5.5%
0.58%
+8.1%
Q2 2022$1,453,000
-27.2%
7,374
-8.3%
0.53%
-13.8%
Q1 2022$1,996,000
+68.6%
8,044
+91.5%
0.62%
+77.3%
Q4 2021$1,184,000
+39.6%
4,200
+36.1%
0.35%
+169.8%
Q1 2021$848,000
+3.0%
3,086
+0.4%
0.13%
-3.0%
Q4 2020$823,000
+133.8%
3,075
+73.7%
0.13%
+107.8%
Q4 2019$352,000
+22.2%
1,770
+12.0%
0.06%
+12.3%
Q3 2019$288,000
-2.0%
1,5800.0%0.06%
-3.4%
Q2 2019$294,000
+3.5%
1,5800.0%0.06%0.0%
Q1 2019$284,000
+19.3%
1,5800.0%0.06%
+7.3%
Q4 2018$238,000
-14.4%
1,580
-0.1%
0.06%
-3.5%
Q2 2018$278,000
+7.3%
1,5820.0%0.06%
+3.6%
Q1 2018$259,000
+2.0%
1,5820.0%0.06%
+3.8%
Q4 2017$254,000
-33.2%
1,582
-36.5%
0.05%
-36.9%
Q3 2017$380,000
+4.7%
2,4920.0%0.08%
+2.4%
Q2 2017$363,000
-6.7%
2,492
-9.9%
0.08%
-11.8%
Q1 2017$389,000
-5.1%
2,767
-10.2%
0.09%
-15.5%
Q4 2016$410,000
+1.0%
3,0820.0%0.11%0.0%
Q3 2016$406,000
+6.3%
3,082
+0.0%
0.11%
+3.8%
Q2 2016$382,000
-42.5%
3,081
-44.8%
0.11%
-41.8%
Q1 2014$664,0005,5810.18%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
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