Center for Financial Planning, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 838 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.4%.

Quarter-by-quarter ownership
Center for Financial Planning, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$482,120
-27.0%
2,251
-21.7%
0.10%
-25.2%
Q2 2023$660,733
+6.2%
2,8760.0%0.14%
-3.5%
Q1 2023$622,396
+6.1%
2,876
-1.7%
0.14%
+0.7%
Q4 2022$586,780
-35.0%
2,926
-36.7%
0.14%
-40.7%
Q3 2022$903,000
+30.5%
4,626
+31.8%
0.24%
+36.9%
Q2 2022$692,000
-1.7%
3,511
+23.7%
0.18%
+22.2%
Q1 2022$704,000
+35.1%
2,839
+53.6%
0.14%
+34.6%
Q4 2021$521,000
+2.2%
1,848
+1.4%
0.11%
-13.7%
Q3 2021$510,000
-3.4%
1,8220.0%0.12%
-4.6%
Q2 2021$528,000
-4.3%
1,822
-9.4%
0.13%
-9.7%
Q1 2021$552,000
+5.3%
2,011
+2.7%
0.14%
-2.7%
Q4 2020$524,000
-7.4%
1,959
-25.6%
0.15%
-18.7%
Q3 2020$566,000
-8.9%
2,634
-15.3%
0.18%
-16.1%
Q2 2020$621,000
-14.2%
3,109
-35.5%
0.22%
-11.4%
Q1 2020$724,000
+2684.6%
4,817
+3521.8%
0.24%
+3400.0%
Q4 2019$26,0001330.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Jentner Corp 85,208$22,807,00022.41%
Radnor Financial Advisors, LLC 141,213$37,797,00017.56%
BALASA DINVERNO & FOLTZ LLC 503,793$134,845,00011.19%
Summit Financial Strategies, Inc. 114,096$30,539,00010.49%
BHK Investment Advisors, LLC 73,207$19,595,0009.14%
CHOREO, LLC 409,770$109,679,0007.77%
Mosaic Family Wealth, LLC 76,405$20,450,0006.83%
AFFINITY WEALTH MANAGEMENT LLC 112,643$32,175,0006.79%
Bishop & Co Investment Management, LLC 45,510$12,181,0006.73%
RFG HOLDINGS, INC. 38,149$10,211,0006.67%
View complete list of VANGUARD INDEX FDS shareholders