Charter Oak Capital Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 881 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.17 and the average weighting 0.5%.

Quarter-by-quarter ownership
Charter Oak Capital Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2022$34,000
-22.7%
175
-2.2%
0.01%0.0%
Q1 2022$44,000
-22.8%
179
-11.4%
0.01%
-28.6%
Q4 2021$57,000
+159.1%
202
+155.7%
0.01%
+133.3%
Q3 2021$22,000
-4.3%
790.0%0.00%0.0%
Q2 2021$23,000
+4.5%
790.0%0.00%0.0%
Q1 2021$22,000
+10.0%
79
+8.2%
0.00%0.0%
Q4 2020$20,000730.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Jentner Corp 148,492$27,815,00023.08%
BALASA DINVERNO & FOLTZ LLC 616,202$115,427,00012.97%
Summit Financial Strategies, Inc. 117,608$22,030,00010.04%
Q3 Asset Management 23,613$4,423,0008.54%
Wechter Feldman Wealth Management, Inc. 73,722$13,810,0008.44%
BHK Investment Advisors, LLC 55,425$10,382,0006.99%
Corrigan Financial, Inc. 50,700$9,497,2046.82%
INSPIRION WEALTH ADVISORS, LLC 78,512$14,707,0006.24%
Towerpoint Wealth, LLC 39,389$7,378,0006.13%
Mosaic Family Wealth, LLC 84,172$13,860,0005.67%
View complete list of VANGUARD INDEX FDS shareholders