Wolff Financial Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 838 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.4%.

Quarter-by-quarter ownership
Wolff Financial Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
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 Q3 2023
NameSharesValueWeighting ↓
Jentner Corp 117,818$17,708,00023.18%
Radnor Financial Advisors, LLC 125,322$18,835,00016.01%
DWM Financial Group, Inc. 32,814$4,932,00010.84%
BALASA DINVERNO & FOLTZ LLC 544,919$81,901,00010.30%
Summit Financial Strategies, Inc. 119,655$17,984,0009.75%
BHK Investment Advisors, LLC 73,738$11,083,0007.89%
Mosaic Family Wealth, LLC 84,664$12,725,0006.45%
CHOREO, LLC 332,173$49,926,0006.14%
INSPIRION WEALTH ADVISORS, LLC 79,427$11,938,0005.89%
Bishop & Co Investment Management, LLC 42,325$8,410,0005.63%
View complete list of VANGUARD INDEX FDS shareholders