AE Wealth Management LLC - 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
AE Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,546,167
-4.1%
30,564
+2.9%
0.04%
-4.9%
Q2 2023$6,823,426
+2.1%
29,701
-3.9%
0.04%
-4.7%
Q1 2023$6,686,323
-5.2%
30,897
-12.1%
0.04%
-15.7%
Q4 2022$7,050,986
-27.0%
35,160
-29.0%
0.05%
-33.8%
Q3 2022$9,657,000
+0.5%
49,489
+1.4%
0.08%0.0%
Q2 2022$9,612,000
-57.0%
48,785
-45.8%
0.08%
-49.7%
Q1 2022$22,342,000
-14.4%
90,040
-2.8%
0.15%
-15.9%
Q4 2021$26,098,000
-66.3%
92,615
-66.5%
0.18%
-71.4%
Q3 2021$77,348,000
+168.1%
276,084
+177.3%
0.64%
+152.8%
Q2 2021$28,852,000
+15.0%
99,562
+9.0%
0.25%
-0.4%
Q1 2021$25,094,000
+1.6%
91,366
-1.0%
0.25%
-9.6%
Q4 2020$24,700,000
+93.5%
92,279
+55.4%
0.28%
+53.8%
Q3 2020$12,764,000
-13.1%
59,388
-19.3%
0.18%
-19.8%
Q2 2020$14,682,000
+86.4%
73,559
+40.4%
0.23%
+25.4%
Q1 2020$7,876,000
-8.1%
52,405
+21.6%
0.18%
-2.7%
Q4 2019$8,566,000
+50.1%
43,110
+37.5%
0.19%
+12.7%
Q3 2019$5,707,000
+4.6%
31,350
+7.0%
0.16%
+0.6%
Q2 2019$5,457,000
+194.0%
29,304
+183.7%
0.16%
+27.1%
Q1 2019$1,856,000
+487.3%
10,329
+391.9%
0.13%
+138.9%
Q4 2018$316,000
-89.9%
2,100
-87.4%
0.05%
-68.6%
Q3 2018$3,123,000
+99.2%
16,672
+87.0%
0.17%
+60.7%
Q2 2018$1,568,000
+215.5%
8,916
+194.1%
0.11%
+181.6%
Q1 2018$497,000
+43.2%
3,032
+40.4%
0.04%
+22.6%
Q4 2017$347,000
+18.8%
2,159
+12.7%
0.03%
+14.8%
Q3 2017$292,0001,9160.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
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