Total Wealth Planning, 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
Total Wealth Planning, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$12,223,934
-2.3%
57,073
+4.8%
2.50%
-4.2%
Q2 2023$12,517,025
+11.2%
54,483
+4.8%
2.61%
+5.0%
Q1 2023$11,255,253
+22.6%
52,009
+13.6%
2.48%
+9.1%
Q4 2022$9,179,021
+10.9%
45,772
+8.0%
2.27%
-3.2%
Q3 2022$8,274,000
+12.7%
42,401
+13.8%
2.35%
+10.6%
Q2 2022$7,339,000
-13.7%
37,246
+8.7%
2.12%
-7.5%
Q1 2022$8,504,000
+104.4%
34,271
+48.1%
2.30%
-10.7%
Q4 2021$4,160,000
-45.5%
23,146
-15.1%
2.57%
-7.2%
Q3 2021$7,634,000
+2.4%
27,250
+6.0%
2.77%
-5.2%
Q2 2021$7,452,000
+12.2%
25,716
+6.3%
2.92%
+3.7%
Q1 2021$6,644,000
+4.2%
24,191
+1.5%
2.82%
-4.4%
Q4 2020$6,377,000
+14.8%
23,823
-7.8%
2.95%
+2.3%
Q3 2020$5,556,000
-2.6%
25,849
-9.5%
2.88%
-8.8%
Q2 2020$5,702,000
+36.5%
28,568
+2.8%
3.16%
+16.3%
Q1 2020$4,177,000
-10.9%
27,790
+17.8%
2.72%
+8.7%
Q4 2019$4,686,000
+8.7%
23,583
-0.4%
2.50%
+2.0%
Q3 2019$4,310,000
-1.4%
23,675
+0.8%
2.45%
-5.2%
Q2 2019$4,372,000
+5.1%
23,481
+1.4%
2.58%
+0.5%
Q1 2019$4,160,000
+19.5%
23,146
+0.1%
2.57%
+6.7%
Q4 2018$3,481,00023,1142.41%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Jentner Corp 117,818$17,708,00023.18%
Radnor Financial Advisors, LLC 125,322$18,835,00016.01%
DWM Financial Group, Inc. 32,814$4,932,00010.84%
BALASA DINVERNO & FOLTZ LLC 544,919$81,901,00010.30%
Summit Financial Strategies, Inc. 119,655$17,984,0009.75%
BHK Investment Advisors, LLC 73,738$11,083,0007.89%
Mosaic Family Wealth, LLC 84,664$12,725,0006.45%
CHOREO, LLC 332,173$49,926,0006.14%
INSPIRION WEALTH ADVISORS, LLC 79,427$11,938,0005.89%
Bishop & Co Investment Management, LLC 42,325$8,410,0005.63%
View complete list of VANGUARD INDEX FDS shareholders