Wolff Financial Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 852 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
Wolff Financial Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2024$5,622
+4.0%
21,564
-3.5%
1.64%
-1.8%
Q4 2023$5,405
+10.3%
22,355
-2.3%
1.67%
-0.2%
Q3 2023$4,902
-12.4%
22,886
-11.5%
1.67%
-14.2%
Q1 2023$5,595
-0.6%
25,852
-7.9%
1.95%
-6.4%
Q4 2022$5,628
-99.9%
28,063
-23.3%
2.08%
-36.1%
Q3 2022$7,137,000
-3.0%
36,575
-2.0%
3.26%
-0.4%
Q2 2022$7,355,000
-19.6%
37,328
+1.2%
3.27%
-9.9%
Q1 2022$9,149,000
-9.4%
36,871
+2.9%
3.63%
-4.9%
Q4 2021$10,098,000
+16.4%
35,836
+13.4%
3.82%
-3.9%
Q1 2021$8,678,000
+6.4%
31,597
+3.7%
3.98%
-6.9%
Q4 2020$8,155,000
+26.9%
30,467
+1.9%
4.28%
+12.1%
Q3 2020$6,425,000
+8.1%
29,893
+0.4%
3.81%
+0.9%
Q2 2020$5,941,000
+34.7%
29,763
+1.4%
3.78%
+13.5%
Q1 2020$4,411,000
-21.9%
29,350
+3.2%
3.33%
-11.1%
Q4 2019$5,649,000
+10.4%
28,432
+1.1%
3.75%
+0.3%
Q3 2019$5,117,000
+1.0%
28,111
+3.4%
3.74%
-4.1%
Q2 2019$5,064,000
+5.1%
27,197
+1.5%
3.90%
-2.6%
Q1 2019$4,818,000
+20.1%
26,808
+0.6%
4.00%
+2.4%
Q4 2018$4,012,00026,6393.90%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Jentner Corp 96,232$19,208,00021.84%
Radnor Financial Advisors, LLC 146,624$29,266,00017.53%
BALASA DINVERNO & FOLTZ LLC 532,524$106,292,00011.79%
Summit Financial Strategies, Inc. 120,481$24,048,00010.69%
CABANA LLC 544,737$108,730,0009.99%
BHK Investment Advisors, LLC 75,875$15,145,0008.95%
Foundations Investment Advisors, LLC 462,492$93,206,0008.25%
CHOREO, LLC 361,514$72,158,0006.98%
Mosaic Family Wealth, LLC 81,771$16,322,0006.75%
INSPIRION WEALTH ADVISORS, LLC 79,457$15,860,0006.23%
View complete list of VANGUARD INDEX FDS shareholders