Principle Wealth Partners LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 743 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 2.11 and the average weighting 0.5%.

Quarter-by-quarter ownership
Principle Wealth Partners LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$281,861
-2.3%
1,316
+4.8%
0.03%
-3.4%
Q2 2023$288,553
+6.2%
1,2560.0%0.03%0.0%
Q1 2023$271,811
+7.9%
1,2560.0%0.03%0.0%
Q4 2022$251,878
+2.8%
1,2560.0%0.03%
+26.1%
Q3 2022$245,000
-73.1%
1,256
-72.9%
0.02%
-79.1%
Q2 2022$912,000
-36.0%
4,629
-19.4%
0.11%
-26.7%
Q1 2022$1,425,000
+148.3%
5,744
+182.1%
0.15%
+150.0%
Q4 2021$574,000
+0.7%
2,036
+0.0%
0.06%
-9.1%
Q3 2021$570,000
-6.1%
2,035
-2.9%
0.07%
-4.3%
Q2 2021$607,000
-10.6%
2,095
-15.3%
0.07%
-12.7%
Q1 2021$679,000
+4.0%
2,474
+1.4%
0.08%
-8.1%
Q4 2020$653,0002,4390.09%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
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