One Charles Private Wealth Services, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 608 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.29 and the average weighting 0.6%.

Quarter-by-quarter ownership
One Charles Private Wealth Services, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$1,367,968
-2.1%
5,469
+2.1%
0.57%
-6.4%
Q1 2024$1,397,206
+8.0%
5,359
+0.1%
0.61%
-11.2%
Q4 2023$1,293,717
+11.2%
5,351
-1.5%
0.68%
+0.7%
Q3 2023$1,163,430
-1.4%
5,432
+5.8%
0.68%
-0.7%
Q2 2023$1,179,489
+7.5%
5,134
+1.2%
0.68%
+0.4%
Q1 2023$1,097,418
+24.4%
5,071
+15.3%
0.68%
+19.4%
Q4 2022$882,178
+15.3%
4,399
+12.2%
0.57%
+12.6%
Q3 2022$765,000
+1.6%
3,922
+4.6%
0.51%0.0%
Q2 2022$753,000
-6.8%
3,748
+15.1%
0.51%
+0.8%
Q1 2022$808,000
-12.0%
3,2570.0%0.50%
-3.3%
Q4 2021$918,000
+7.5%
3,257
+6.9%
0.52%
+5.7%
Q3 2021$854,000
-3.4%
3,048
-0.1%
0.49%
-17.0%
Q2 2021$884,000
+14.5%
3,051
-15.2%
0.59%
+48.2%
Q2 2020$772,0003,5960.40%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2020
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