Altium Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 588 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 0.44 and the average weighting 0.5%.

Quarter-by-quarter ownership
Altium Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2022$238,000
-23.0%
1,209
-3.0%
0.02%
-15.0%
Q1 2022$309,000
-22.6%
1,246
-11.9%
0.02%
-23.1%
Q4 2021$399,000
+4.5%
1,414
+3.7%
0.03%
-3.7%
Q3 2021$382,000
-7.3%
1,363
-4.1%
0.03%
-10.0%
Q2 2021$412,000
+5.6%
1,4210.0%0.03%
-3.2%
Q1 2021$390,000
+16.8%
1,421
+14.0%
0.03%
+3.3%
Q4 2020$334,000
+46.5%
1,246
+8.5%
0.03%
+11.1%
Q4 2019$228,000
+9.1%
1,1480.0%0.03%
-3.6%
Q3 2019$209,000
+1.5%
1,148
+3.9%
0.03%
-6.7%
Q2 2019$206,000
-15.6%
1,105
-15.3%
0.03%
-36.2%
Q3 2018$244,000
-17.0%
1,305
-22.1%
0.05%
-39.7%
Q2 2018$294,000
+3.2%
1,675
-3.9%
0.08%
-30.4%
Q1 2018$285,000
+1.8%
1,743
+0.1%
0.11%
-12.5%
Q4 2017$280,0001,7420.13%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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