WALLER FINANCIAL PLANNING GROUP, INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 758 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 1.69 and the average weighting 0.5%.

Quarter-by-quarter ownership
WALLER FINANCIAL PLANNING GROUP, INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$848,003
+18.3%
3,507
+4.8%
0.22%
+6.7%
Q3 2023$716,963
-8.0%
3,347
-1.3%
0.21%
-2.8%
Q2 2023$779,388
+3.5%
3,392
-2.5%
0.22%
+0.9%
Q1 2023$753,101
-8.1%
3,480
-14.8%
0.21%
-10.5%
Q4 2022$819,200
-30.3%
4,085
-32.2%
0.24%
-33.7%
Q3 2022$1,175,000
+3.3%
6,022
+4.2%
0.36%
+7.8%
Q2 2022$1,138,000
-23.5%
5,777
-3.6%
0.33%
-15.5%
Q1 2022$1,488,000
-10.3%
5,995
+1.9%
0.39%
-5.1%
Q4 2021$1,658,000
-7.3%
5,885
-7.8%
0.42%
-12.6%
Q3 2021$1,788,000
-3.3%
6,3820.0%0.48%
-4.0%
Q2 2021$1,849,000
+2.2%
6,382
-3.1%
0.50%
-4.8%
Q1 2021$1,809,000
-0.4%
6,586
-2.9%
0.52%
-8.1%
Q4 2020$1,816,000
+21.8%
6,786
-2.2%
0.57%
+3.5%
Q3 2020$1,491,000
+7.7%
6,9390.0%0.55%
+1.3%
Q2 2020$1,385,000
+11.5%
6,939
-16.0%
0.54%
-16.7%
Q1 2020$1,242,000
-35.2%
8,262
-14.4%
0.65%
-32.6%
Q4 2019$1,918,000
+5.6%
9,652
-1.1%
0.96%
-0.1%
Q3 2019$1,816,000
-1.4%
9,762
+0.0%
0.96%
-6.1%
Q2 2019$1,841,000
-4.4%
9,759
-6.5%
1.02%
-8.1%
Q1 2019$1,926,000
+14.0%
10,440
-7.0%
1.11%
-4.6%
Q4 2018$1,690,00011,2231.17%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Jentner Corp 117,818$17,708,00023.18%
Radnor Financial Advisors, LLC 125,322$18,835,00016.01%
DWM Financial Group, Inc. 32,814$4,932,00010.84%
BALASA DINVERNO & FOLTZ LLC 544,919$81,901,00010.30%
Summit Financial Strategies, Inc. 119,655$17,984,0009.75%
BHK Investment Advisors, LLC 73,738$11,083,0007.89%
Mosaic Family Wealth, LLC 84,664$12,725,0006.45%
CHOREO, LLC 332,173$49,926,0006.14%
INSPIRION WEALTH ADVISORS, LLC 79,427$11,938,0005.89%
Bishop & Co Investment Management, LLC 42,325$8,410,0005.63%
View complete list of VANGUARD INDEX FDS shareholders