MBM Wealth Consultants, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 606 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.5%.

Quarter-by-quarter ownership
MBM Wealth Consultants, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2023$78
+9.9%
4000.0%0.03%
-3.0%
Q4 2022$71
-99.9%
4000.0%0.03%
-2.9%
Q3 2022$70,0000.0%4000.0%0.03%0.0%
Q2 2022$70,000
-21.3%
4000.0%0.03%
-8.1%
Q1 2022$89,000
-12.7%
4000.0%0.04%
-11.9%
Q4 2021$102,000
+7.4%
4000.0%0.04%
-2.3%
Q3 2021$95,0000.0%4000.0%0.04%
-4.4%
Q2 2021$95,000
+10.5%
4000.0%0.04%
+2.3%
Q1 2021$86,000
+1.2%
4000.0%0.04%
-4.3%
Q4 2020$85,000
+18.1%
4000.0%0.05%0.0%
Q3 2020$72,000
+9.1%
4000.0%0.05%
-2.1%
Q2 2020$66,000
+29.4%
4000.0%0.05%
+11.9%
Q1 2020$51,000
-20.3%
4000.0%0.04%
-10.6%
Q4 2019$64,000
+8.5%
4000.0%0.05%
+2.2%
Q3 2019$59,000
-1.7%
4000.0%0.05%
-8.0%
Q2 2019$60,000
+5.3%
4000.0%0.05%0.0%
Q1 2019$57,000
+18.8%
4000.0%0.05%
+6.4%
Q4 2018$48,0004000.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Waverly Advisors, LLC 402,660$38,804,00016.14%
Truepoint, Inc. 760,522$73,292,00012.89%
Noven Financial Group, Inc. 155,085$14,946,00010.76%
Cranbrook Wealth Management, LLC 72,062$6,945,0004.62%
SVA Wealth Management, LLC 83,302$8,028,0003.43%
Avior Wealth Management, LLC 40,946$3,946,0003.31%
MCF Advisors LLC 109,300$10,122,0003.19%
Community Financial Services Group, LLC 62,894$6,061,0003.00%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 78,295$7,545,0002.65%
IBBOTSON ASSOCIATES INC 18,026$1,737,0002.39%
View complete list of VANGUARD INDEX FDS shareholders