Wambolt & Associates, LLC - 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
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 Q3 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