Wells Trecaso Financial Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 481 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.39 and the average weighting 0.5%.

Quarter-by-quarter ownership
Wells Trecaso Financial Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,391,099
-7.6%
6,495
-0.9%
0.62%
-4.5%
Q2 2023$1,505,946
+5.8%
6,555
-0.4%
0.65%
-1.7%
Q1 2023$1,423,978
+7.6%
6,580
-0.3%
0.66%
-0.3%
Q4 2022$1,322,962
+2.9%
6,597
+0.1%
0.66%
-6.4%
Q3 2022$1,286,000
+4.7%
6,592
+5.8%
0.71%
+11.0%
Q2 2022$1,228,000
-20.6%
6,2320.0%0.64%
-7.7%
Q1 2022$1,546,000
-10.9%
6,232
+1.2%
0.69%
-8.7%
Q4 2021$1,736,000
+0.9%
6,160
+0.3%
0.76%
-7.9%
Q3 2021$1,720,000
-4.3%
6,141
-1.0%
0.82%
-5.1%
Q2 2021$1,797,000
+4.7%
6,201
-0.8%
0.86%
-4.5%
Q1 2021$1,717,000
+0.5%
6,251
-2.0%
0.90%
-4.7%
Q4 2020$1,708,000
+18.0%
6,381
-5.3%
0.95%
+2.8%
Q3 2020$1,448,000
+25.9%
6,737
+16.9%
0.92%
+16.5%
Q2 2020$1,150,000
+32.9%
5,762
+0.1%
0.79%
+3.0%
Q1 2020$865,000
-24.1%
5,755
+0.4%
0.77%
-6.4%
Q4 2019$1,139,000
+9.3%
5,730
+0.1%
0.82%
-0.8%
Q3 2019$1,042,000
-3.1%
5,725
-0.9%
0.83%
-6.1%
Q2 2019$1,075,000
-6.7%
5,775
-9.9%
0.88%
-8.6%
Q1 2019$1,152,000
+18.3%
6,410
-0.9%
0.97%
+3.9%
Q4 2018$974,000
-43.0%
6,470
-29.1%
0.93%
-34.3%
Q3 2018$1,709,000
+205.2%
9,124
+186.5%
1.42%
+170.1%
Q2 2018$560,000
+7.3%
3,1850.0%0.52%
+5.6%
Q1 2018$522,000
+54.0%
3,185
+51.3%
0.50%
+49.7%
Q4 2017$339,0002,1050.33%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2019
NameSharesValueWeighting ↓
Jentner Corp 98,470$21,090,32313.11%
BHK Investment Advisors, LLC 95,046$20,356,9459.36%
Bromfield Sneider Wealth Advisors 57,033$12,215,2829.20%
SWAN Capital LLC 52,751$11,298,2099.01%
Vawter Financial, Ltd. 43,774$9,375,6058.42%
Summit Financial Strategies, Inc. 133,928$28,684,6225.46%
Brickley Wealth Management 94,657$20,273,6015.41%
Fee-Only Financial Planning, L.C. 31,174$6,676,8475.38%
Jacobsen Capital Management 45,583$9,763,0015.30%
American Financial Advisors, LLC 150,038$32,135,1815.06%
View complete list of VANGUARD INDEX FDS shareholders