Costello Asset Management, INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 625 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.97 and the average weighting 0.5%.

Quarter-by-quarter ownership
Costello Asset Management, INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,713
-6.8%
80.0%0.00%0.0%
Q2 2023$1,838
+6.2%
80.0%0.00%0.0%
Q1 2023$1,731
+7.9%
80.0%0.00%
+100.0%
Q4 2022$1,604
-19.8%
80.0%0.00%
-50.0%
Q3 2022$2,0000.0%80.0%0.00%0.0%
Q2 2022$2,000
-60.0%
8
-60.0%
0.00%
-33.3%
Q1 2022$5,000
-16.7%
200.0%0.00%
-25.0%
Q4 2021$6,0000.0%200.0%0.00%0.0%
Q3 2021$6,0000.0%200.0%0.00%0.0%
Q2 2021$6,000
+20.0%
200.0%0.00%
+33.3%
Q1 2021$5,0000.0%200.0%0.00%
-25.0%
Q4 2020$5,000
+25.0%
200.0%0.00%0.0%
Q3 2020$4,0000.0%200.0%0.00%0.0%
Q2 2020$4,000200.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
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