WealthShield Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 506 filers reported holding VANGUARD INDEX FDS in Q3 2019. The put-call ratio across all filers is 0.30 and the average weighting 0.5%.

Quarter-by-quarter ownership
WealthShield Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$833,803
-9.9%
3,893
-3.4%
0.13%
-9.4%
Q2 2023$925,852
+9.0%
4,030
+2.6%
0.14%
+1.5%
Q1 2023$849,626
+3.7%
3,926
-3.9%
0.14%
-12.7%
Q4 2022$819,005
-3.2%
4,084
-5.8%
0.16%
-6.5%
Q3 2022$846,000
+0.6%
4,336
+1.6%
0.17%
+0.6%
Q2 2022$841,000
-10.1%
4,266
+13.2%
0.17%
+11.3%
Q1 2022$935,000
-45.2%
3,770
-37.7%
0.15%
-47.2%
Q4 2021$1,705,000
+24257.1%
6,050
+18233.3%
0.28%
+9366.7%
Q4 2019$7,000
+16.7%
330.0%0.00%0.0%
Q3 2019$6,0000.0%330.0%0.00%0.0%
Q2 2019$6,0000.0%330.0%0.00%0.0%
Q1 2019$6,000
+20.0%
330.0%0.00%0.0%
Q4 2018$5,000
-50.0%
33
-37.7%
0.00%
-50.0%
Q3 2018$10,000
+11.1%
530.0%0.01%
+20.0%
Q2 2018$9,000
-35.7%
53
-37.6%
0.01%
-44.4%
Q1 2018$14,000
-26.3%
85
-27.4%
0.01%
-25.0%
Q4 2017$19,0001170.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2019
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