WP Advisors, 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
WP Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$10,083,558
-7.4%
47,080
-0.7%
4.17%
-4.4%
Q2 2023$10,893,316
+4.9%
47,416
-1.2%
4.36%
+1.7%
Q1 2023$10,389,323
+7.7%
48,008
-0.2%
4.28%
-0.6%
Q4 2022$9,646,897
-11.9%
48,105
-14.2%
4.31%
-13.0%
Q3 2022$10,944,000
-13.2%
56,085
-12.4%
4.96%
-9.6%
Q2 2022$12,611,000
+3482.7%
64,008
+4767.5%
5.48%
+3124.7%
Q4 2020$352,000
+24.8%
1,315
+0.3%
0.17%0.0%
Q3 2020$282,000
+2.9%
1,311
-4.5%
0.17%
-11.9%
Q2 2020$274,000
+33.0%
1,3730.0%0.19%
-3.5%
Q1 2020$206,000
-24.8%
1,373
-0.5%
0.20%
-29.3%
Q4 2019$274,000
+9.2%
1,380
+0.2%
0.28%
-1.7%
Q3 2019$251,000
+2.0%
1,377
+4.2%
0.29%
+5.1%
Q2 2019$246,000
-89.6%
1,321
+0.1%
0.27%
+6.2%
Q1 2019$2,371,000
+879.8%
1,320
+2.4%
0.26%
+14.7%
Q3 2018$242,000
+2.5%
1,289
-4.1%
0.22%
+0.9%
Q2 2018$236,000
+17.4%
1,344
+9.4%
0.22%
+2.8%
Q1 2018$201,0000.0%1,229
-1.8%
0.22%
+11.3%
Q4 2017$201,0001,2520.20%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
BALASA DINVERNO & FOLTZ LLC 593,133$72,030,00012.10%
Summit Financial Strategies, Inc. 108,754$13,207,00010.28%
Corrigan Financial, Inc. 65,016$7,895,6008.36%
Arrow Investment Advisors, LLC 173,821$21,109,0005.54%
MCMILLION CAPITAL MANAGEMENT INC 47,800$5,805,0004.35%
FORTE CAPITAL LLC /ADV 85,430$10,375,0004.25%
IBBOTSON ASSOCIATES INC 54,000$6,558,0003.39%
INSPIRION WEALTH ADVISORS, LLC 35,564$4,319,0003.17%
Stratos Wealth Partners, LTD. 293,962$35,699,0002.98%
Asset Management Group, Inc. 49,088$5,961,0002.70%
View complete list of VANGUARD INDEX FDS shareholders