MPS Loria Financial Planners, 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
MPS Loria Financial Planners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2021$187,000
+5.1%
682
+0.7%
0.09%
+8.8%
Q4 2020$178,000
+21.9%
6770.0%0.08%
+5.3%
Q3 2020$146,000
+5.0%
677
-2.9%
0.08%
+2.7%
Q2 2020$139,000
+101.4%
697
+46.4%
0.07%
+60.9%
Q2 2017$69,0004760.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Jentner Corp 160,172$25,929,00022.78%
BALASA DINVERNO & FOLTZ LLC 624,600$100,467,00014.89%
Summit Financial Strategies, Inc. 117,734$18,937,0009.91%
BHK Investment Advisors, LLC 56,754$9,129,0007.70%
Corrigan Financial, Inc. 55,366$8,905,5457.47%
MATHER GROUP, LLC. 409,308$65,837,0007.32%
Towerpoint Wealth, LLC 27,803$4,472,0005.92%
INSPIRION WEALTH ADVISORS, LLC 71,836$11,555,0005.61%
Brickley Wealth Management 52,464$8,439,0004.48%
Mosaic Family Wealth, LLC 75,236$12,102,0004.40%
View complete list of VANGUARD INDEX FDS shareholders