Western Wealth Management, LLC - VANGUARD INDEX FDS ownership

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VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 711 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 5.99 and the average weighting 0.6%.

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Quarter-by-quarter ownership
Western Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,965,544
+14.1%
9,177
+22.4%
0.17%
+12.9%
Q2 2023$1,722,439
+2.3%
7,497
-3.6%
0.15%
-6.4%
Q1 2023$1,683,505
+7.2%
7,779
-0.7%
0.16%
-2.5%
Q4 2022$1,570,875
-48.8%
7,833
-50.1%
0.16%
-8.5%
Q3 2022$3,070,000
+0.1%
15,688
+1.0%
0.18%0.0%
Q2 2022$3,068,000
-20.2%
15,534
+0.3%
0.18%
-5.9%
Q1 2022$3,845,000
+88.9%
15,494
+114.3%
0.19%
-7.0%
Q4 2021$2,035,000
+4.1%
7,230
+7.1%
0.20%0.0%
Q2 2021$1,954,000
+39.1%
6,750
+31.9%
0.20%
+6.3%
Q1 2021$1,405,000
+20.8%
5,116
+17.8%
0.19%
+10.5%
Q4 2020$1,163,000
+57.8%
4,344
+26.8%
0.17%
+42.5%
Q3 2020$737,000
+33.8%
3,427
+24.6%
0.12%
+20.0%
Q2 2020$551,000
+49.3%
2,751
+12.3%
0.10%
+17.6%
Q1 2020$369,000
+32.3%
2,449
+74.3%
0.08%
+102.4%
Q4 2019$279,000
+19.2%
1,405
-8.8%
0.04%
-33.3%
Q4 2018$234,000–1,541–0.06%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Jentner Corp 85,208$22,807,00022.41%
Radnor Financial Advisors, LLC 141,213$37,797,00017.56%
BALASA DINVERNO & FOLTZ LLC 503,793$134,845,00011.19%
Summit Financial Strategies, Inc. 114,096$30,539,00010.49%
BHK Investment Advisors, LLC 73,207$19,595,0009.14%
CHOREO, LLC 409,770$109,679,0007.77%
Mosaic Family Wealth, LLC 76,405$20,450,0006.83%
AFFINITY WEALTH MANAGEMENT LLC 112,643$32,175,0006.79%
Bishop & Co Investment Management, LLC 45,510$12,181,0006.73%
RFG HOLDINGS, INC. 38,149$10,211,0006.67%
View complete list of VANGUARD INDEX FDS shareholders