Selective Wealth Management, 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
Selective Wealth Management, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$2,000
-50.0%
8
-55.6%
0.00%0.0%
Q2 2022$4,0000.0%180.0%0.00%0.0%
Q1 2022$4,000
-20.0%
180.0%0.00%
-50.0%
Q4 2021$5,0000.0%180.0%0.00%
-33.3%
Q3 2021$5,0000.0%180.0%0.00%
-25.0%
Q2 2021$5,000
+150.0%
18
+125.0%
0.00%
+100.0%
Q1 2021$2,0000.0%80.0%0.00%
+100.0%
Q4 2020$2,0000.0%80.0%0.00%
-50.0%
Q3 2020$2,0000.0%80.0%0.00%0.0%
Q2 2020$2,000
+100.0%
80.0%0.00%0.0%
Q1 2020$1,000
-50.0%
80.0%0.00%0.0%
Q4 2019$2,000
+100.0%
80.0%0.00%
+100.0%
Q3 2019$1,00080.00%
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