CAROLINAS WEALTH CONSULTING LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 831 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.33 and the average weighting 0.5%.

Quarter-by-quarter ownership
CAROLINAS WEALTH CONSULTING LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$466,759
-13.3%
2,3450.0%0.12%
+8.4%
Q2 2023$538,626
+6.2%
2,345
+0.0%
0.11%
-0.9%
Q1 2023$507,327
+7.9%
2,3440.0%0.11%
+1.9%
Q4 2022$470,083
-5.6%
2,344
-8.2%
0.11%
-15.9%
Q3 2022$498,000
-1.0%
2,5530.0%0.13%
+0.8%
Q2 2022$503,000
-20.5%
2,553
+0.0%
0.12%
-10.7%
Q1 2022$633,000
-12.0%
2,5520.0%0.14%
-10.8%
Q4 2021$719,000
+0.6%
2,552
-0.0%
0.16%
-6.0%
Q3 2021$715,000
-3.4%
2,553
+0.0%
0.17%
+2.5%
Q2 2021$740,000
+5.6%
2,5520.0%0.16%
-4.7%
Q1 2021$701,000
+2.6%
2,5520.0%0.17%
-7.1%
Q4 2020$683,000
+2.9%
2,552
-17.4%
0.18%
-17.5%
Q3 2020$664,000
+7.8%
3,0880.0%0.22%
-8.2%
Q2 2020$616,000
+34.5%
3,088
+1.0%
0.24%
-2.0%
Q1 2020$458,000
+458.5%
3,057
+634.9%
0.25%
+191.8%
Q4 2019$82,0004160.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Jentner Corp 98,470$21,090,32313.11%
BHK Investment Advisors, LLC 95,046$20,356,9459.36%
Bromfield Sneider Wealth Advisors 57,033$12,215,2829.20%
SWAN Capital LLC 52,751$11,298,2099.01%
Vawter Financial, Ltd. 43,774$9,375,6058.42%
Summit Financial Strategies, Inc. 133,928$28,684,6225.46%
Brickley Wealth Management 94,657$20,273,6015.41%
Fee-Only Financial Planning, L.C. 31,174$6,676,8475.38%
Jacobsen Capital Management 45,583$9,763,0015.30%
American Financial Advisors, LLC 150,038$32,135,1815.06%
View complete list of VANGUARD INDEX FDS shareholders