Wambolt & Associates, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 745 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.68 and the average weighting 0.5%.

Quarter-by-quarter ownership
Wambolt & Associates, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$860,195
+0.3%
4,055
+8.7%
0.31%
+2.3%
Q2 2023$857,296
-11.3%
3,732
-16.5%
0.30%
-11.1%
Q1 2023$967,029
+39.8%
4,470
+29.6%
0.34%
+28.9%
Q4 2022$691,955
+0.6%
3,450
-2.1%
0.27%
-8.9%
Q3 2022$688,000
-44.3%
3,525
-43.8%
0.29%
-41.2%
Q2 2022$1,235,000
-18.3%
6,269
+4.1%
0.50%
-9.6%
Q1 2022$1,511,000
-13.3%
6,021
-2.7%
0.55%
-12.7%
Q4 2021$1,743,000
+1.7%
6,187
+2.3%
0.63%
-8.3%
Q3 2021$1,714,000
+6.2%
6,048
+9.1%
0.69%
+0.1%
Q2 2021$1,614,000
+9.5%
5,546
+5.2%
0.69%
-10.6%
Q1 2021$1,474,000
+63.6%
5,273
+56.6%
0.77%
+42.6%
Q4 2020$901,000
+186.0%
3,368
+129.7%
0.54%
+128.9%
Q3 2020$315,0001,4660.24%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
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