1776 Wealth LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 819 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.5%.

Quarter-by-quarter ownership
1776 Wealth LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$427,932
-6.8%
1,9980.0%0.23%
-6.6%
Q2 2023$459,021
+6.2%
1,9980.0%0.24%
-6.9%
Q1 2023$432,387
+107727.2%
1,9980.0%0.26%
-9.7%
Q4 2022$401
-99.9%
1,998
-12.3%
0.29%
-14.5%
Q3 2022$444,000
-1.1%
2,2770.0%0.34%
+7.0%
Q2 2022$449,000
-20.5%
2,2770.0%0.32%
-3.4%
Q1 2022$565,000
+4.6%
2,277
+18.8%
0.33%
+12.4%
Q4 2021$540,000
+0.6%
1,9160.0%0.29%
-5.2%
Q3 2021$537,000
-10.4%
1,916
-7.3%
0.31%
-9.5%
Q2 2021$599,000
+7.7%
2,067
+2.1%
0.34%
-3.4%
Q1 2021$556,000
+0.7%
2,025
-1.8%
0.35%
+1.4%
Q4 2020$552,000
+24.6%
2,0620.0%0.34%
+7.5%
Q3 2020$443,000
-42.4%
2,062
-46.5%
0.32%
-39.2%
Q2 2020$769,0003,8540.53%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
BALASA DINVERNO & FOLTZ LLC 593,133$72,030,00012.10%
Summit Financial Strategies, Inc. 108,754$13,207,00010.28%
Corrigan Financial, Inc. 65,016$7,895,6008.36%
Arrow Investment Advisors, LLC 173,821$21,109,0005.54%
MCMILLION CAPITAL MANAGEMENT INC 47,800$5,805,0004.35%
FORTE CAPITAL LLC /ADV 85,430$10,375,0004.25%
IBBOTSON ASSOCIATES INC 54,000$6,558,0003.39%
INSPIRION WEALTH ADVISORS, LLC 35,564$4,319,0003.17%
Stratos Wealth Partners, LTD. 293,962$35,699,0002.98%
Asset Management Group, Inc. 49,088$5,961,0002.70%
View complete list of VANGUARD INDEX FDS shareholders