Parcion Private Wealth LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 743 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 2.11 and the average weighting 0.5%.

Quarter-by-quarter ownership
Parcion Private Wealth LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$257,000
-28.0%
1,315
-22.1%
0.03%
-17.1%
Q2 2022$357,000
-14.8%
1,687
-0.1%
0.04%
-10.3%
Q1 2022$419,000
-43.5%
1,688
-41.3%
0.04%
-41.8%
Q4 2021$742,000
-97.4%
2,874
-97.1%
0.07%
-97.3%
Q3 2021$28,257,000
+7.9%
98,024
+8.5%
2.51%
-4.4%
Q2 2021$26,187,000
+9.7%
90,364
+4.0%
2.62%
-2.9%
Q1 2021$23,869,000
+8.0%
86,908
+5.2%
2.70%
-7.6%
Q4 2020$22,108,000
+25.2%
82,596
+1.6%
2.92%
+8.3%
Q3 2020$17,653,000
-36.1%
81,288
-40.1%
2.70%
-42.2%
Q2 2020$27,615,000135,8004.67%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Jentner Corp 160,172$25,929,00022.78%
BALASA DINVERNO & FOLTZ LLC 624,600$100,467,00014.89%
Summit Financial Strategies, Inc. 117,734$18,937,0009.91%
BHK Investment Advisors, LLC 56,754$9,129,0007.70%
Corrigan Financial, Inc. 55,366$8,905,5457.47%
MATHER GROUP, LLC. 409,308$65,837,0007.32%
Towerpoint Wealth, LLC 27,803$4,472,0005.92%
INSPIRION WEALTH ADVISORS, LLC 71,836$11,555,0005.61%
Brickley Wealth Management 52,464$8,439,0004.48%
Mosaic Family Wealth, LLC 75,236$12,102,0004.40%
View complete list of VANGUARD INDEX FDS shareholders