Alaska Wealth Advisors - 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
Alaska Wealth Advisors ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$227,245
-13.3%
1,061
-7.0%
0.04%
-12.2%
Q2 2023$262,133
+6.0%
1,141
-0.2%
0.04%0.0%
Q1 2023$247,357
+8.3%
1,143
+0.4%
0.04%0.0%
Q4 2022$228,415
+6.7%
1,139
+3.8%
0.04%
-2.4%
Q3 2022$214,000
+1.4%
1,097
+2.4%
0.04%0.0%
Q2 2022$211,000
-16.9%
1,071
+4.8%
0.04%
-8.7%
Q1 2022$254,000
-7.0%
1,022
+5.4%
0.05%
-4.2%
Q4 2021$273,000
-0.4%
970
-0.8%
0.05%
-9.4%
Q3 2021$274,000
-5.2%
978
-2.0%
0.05%
-5.4%
Q2 2021$289,000
+5.5%
9980.0%0.06%
+3.7%
Q1 2021$274,000
-20.6%
998
-22.6%
0.05%
-22.9%
Q4 2020$345,000
+22.3%
1,289
-1.7%
0.07%
+12.9%
Q3 2020$282,000
+7.6%
1,311
-0.1%
0.06%0.0%
Q2 2020$262,000
+27.8%
1,312
-4.0%
0.06%
+8.8%
Q1 2020$205,000
-30.7%
1,367
-8.3%
0.06%
+21.3%
Q4 2019$296,000
+8.0%
1,491
-2.1%
0.05%
+62.1%
Q2 2019$274,0000.0%1,5230.0%0.03%0.0%
Q1 2019$274,0001,5230.03%
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