WEALTHSOURCE PARTNERS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 838 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.4%.

Quarter-by-quarter ownership
WEALTHSOURCE PARTNERS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$558,173
-6.8%
2,6060.0%0.04%
-2.6%
Q2 2023$598,710
-1.7%
2,606
-7.4%
0.04%
-4.9%
Q1 2023$608,799
+17.7%
2,813
+9.1%
0.04%
+10.8%
Q4 2022$517,220
-6.8%
2,579
-9.4%
0.04%
-9.8%
Q3 2022$555,000
+6.7%
2,846
+7.8%
0.04%
+7.9%
Q2 2022$520,000
-21.5%
2,641
-1.0%
0.04%
-15.6%
Q1 2022$662,000
-33.4%
2,669
-24.3%
0.04%
-43.0%
Q4 2021$994,000
+16.0%
3,528
+15.3%
0.08%
+5.3%
Q3 2021$857,000
+21.9%
3,060
+26.2%
0.08%
+21.0%
Q2 2021$703,000
-2.8%
2,425
-7.9%
0.06%
-13.9%
Q1 2021$723,000
-24.6%
2,633
-26.6%
0.07%
-35.7%
Q4 2020$959,000
+25.2%
3,585
+0.6%
0.11%
+9.8%
Q3 2020$766,000
+7.1%
3,564
-0.4%
0.10%
-1.0%
Q2 2020$715,000
+36.2%
3,580
+2.5%
0.10%
+24.1%
Q1 2020$525,000
-41.1%
3,493
-22.1%
0.08%
-29.1%
Q4 2019$891,000
+3.8%
4,482
-4.9%
0.12%
-9.3%
Q3 2019$858,000
+111.9%
4,714
+116.7%
0.13%
+101.6%
Q2 2019$405,000
+33.7%
2,175
+28.9%
0.06%
-5.9%
Q1 2019$303,000
+35.3%
1,688
+13.6%
0.07%
+6.2%
Q4 2018$224,0001,4860.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Jentner Corp 148,492$27,815,00023.08%
BALASA DINVERNO & FOLTZ LLC 616,202$115,427,00012.97%
Summit Financial Strategies, Inc. 117,608$22,030,00010.04%
Q3 Asset Management 23,613$4,423,0008.54%
Wechter Feldman Wealth Management, Inc. 73,722$13,810,0008.44%
BHK Investment Advisors, LLC 55,425$10,382,0006.99%
Corrigan Financial, Inc. 50,700$9,497,2046.82%
INSPIRION WEALTH ADVISORS, LLC 78,512$14,707,0006.24%
Towerpoint Wealth, LLC 39,389$7,378,0006.13%
Mosaic Family Wealth, LLC 84,172$13,860,0005.67%
View complete list of VANGUARD INDEX FDS shareholders