WealthOne, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 825 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.48 and the average weighting 0.5%.

Quarter-by-quarter ownership
WealthOne, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$224,226
+11.6%
976
-5.2%
0.08%
-5.7%
Q3 2022$201,000
-7.4%
1,030
-6.6%
0.09%
-2.2%
Q2 2022$217,000
-14.6%
1,103
+7.6%
0.09%0.0%
Q1 2022$254,000
-25.7%
1,025
-16.1%
0.09%
-30.5%
Q3 2021$342,000
-6.8%
1,222
-3.5%
0.13%
-10.5%
Q2 2021$367,000
-26.3%
1,266
-30.2%
0.14%
-33.2%
Q1 2021$498,000
+6.6%
1,814
+3.9%
0.21%
-4.9%
Q4 2020$467,000
+15.0%
1,746
-7.6%
0.22%
-1.7%
Q3 2020$406,000
-0.7%
1,889
-7.9%
0.23%
-8.8%
Q2 2020$409,000
+49.3%
2,050
+12.5%
0.25%
+19.5%
Q1 2020$274,000
+17.6%
1,822
+55.2%
0.21%
+44.8%
Q4 2019$233,000
+13.1%
1,174
+3.8%
0.14%
-1.4%
Q3 2019$206,000
-41.0%
1,131
-39.7%
0.15%
-40.5%
Q2 2019$349,000
+17.1%
1,876
+13.1%
0.25%
-26.7%
Q1 2019$298,000
+8.8%
1,659
-9.1%
0.34%
+40.4%
Q4 2018$274,0001,8250.24%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
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