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 160,172$25,929,00022.78%
BALASA DINVERNO & FOLTZ LLC 624,600$100,467,00014.89%
Summit Financial Strategies, Inc. 117,734$18,937,0009.91%
BHK Investment Advisors, LLC 56,754$9,129,0007.70%
Corrigan Financial, Inc. 55,366$8,905,5457.47%
MATHER GROUP, LLC. 409,308$65,837,0007.32%
Towerpoint Wealth, LLC 27,803$4,472,0005.92%
INSPIRION WEALTH ADVISORS, LLC 71,836$11,555,0005.61%
Brickley Wealth Management 52,464$8,439,0004.48%
Mosaic Family Wealth, LLC 75,236$12,102,0004.40%
View complete list of VANGUARD INDEX FDS shareholders