1900 WEALTH MANAGEMENT LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 825 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.48 and the average weighting 0.5%.

Quarter-by-quarter ownership
1900 WEALTH MANAGEMENT LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$517,506
-0.2%
2,416
+7.0%
0.05%
-1.9%
Q2 2023$518,553
-13.7%
2,257
-24.1%
0.05%
-18.5%
Q1 2023$600,995
+1.0%
2,973
+0.2%
0.06%0.0%
Q4 2022$595,151
-7.4%
2,968
-9.8%
0.06%
-13.3%
Q3 2022$643,000
+21.3%
3,292
+22.4%
0.08%
+29.3%
Q2 2022$530,000
-24.1%
2,690
-4.4%
0.06%
-12.1%
Q1 2022$698,000
-48.2%
2,813
-41.2%
0.07%
-45.9%
Q4 2021$1,348,000
-9.5%
4,783
-10.1%
0.12%
-15.9%
Q3 2021$1,490,000
-2.3%
5,321
+1.1%
0.14%
-0.7%
Q2 2021$1,525,000
-18.8%
5,265
-23.0%
0.15%
+2.8%
Q1 2021$1,878,000
-12.9%
6,837
-15.1%
0.14%
-43.7%
Q4 2020$2,155,0008,0490.25%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
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