Western Wealth Management, LLC - VANGUARD INDEX FDS ownership

Back to all holdings Add to watchlist

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 27 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Links
Filings
External links
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%–
 Download
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
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