Bogart Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 625 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.97 and the average weighting 0.5%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$233,935
+4.1%
1,092
+11.7%
0.01%0.0%
Q2 2023$224,740
+6.2%
9780.0%0.01%0.0%
Q1 2023$211,700
+35.6%
978
+25.7%
0.01%
+27.3%
Q4 2022$156,067
+940.4%
778
+897.4%
0.01%
+1000.0%
Q3 2022$15,0000.0%780.0%0.00%0.0%
Q2 2022$15,000
+400.0%
78
+550.0%
0.00%
Q1 2021$3,000
-99.6%
12
-99.5%
0.00%
-100.0%
Q4 2020$688,000
+22.6%
2,574
-1.4%
0.13%
+3.2%
Q3 2020$561,000
+56000.0%
2,611
+52120.0%
0.12%
Q4 2019$1,00050.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
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