WealthOne, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 833 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.33 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 Q2 2023
NameSharesValueWeighting ↓
Jentner Corp 98,470$21,090,32313.11%
BHK Investment Advisors, LLC 95,046$20,356,9459.36%
Bromfield Sneider Wealth Advisors 57,033$12,215,2829.20%
SWAN Capital LLC 52,751$11,298,2099.01%
Vawter Financial, Ltd. 43,774$9,375,6058.42%
Summit Financial Strategies, Inc. 133,928$28,684,6225.46%
Brickley Wealth Management 94,657$20,273,6015.41%
Fee-Only Financial Planning, L.C. 31,174$6,676,8475.38%
Jacobsen Capital Management 45,583$9,763,0015.30%
American Financial Advisors, LLC 150,038$32,135,1815.06%
View complete list of VANGUARD INDEX FDS shareholders