Rockbridge Investment Management, LCC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 711 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 5.99 and the average weighting 0.6%.

Quarter-by-quarter ownership
Rockbridge Investment Management, LCC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2021$1,435,000
+0.6%
5,092
+0.0%
0.21%
-10.6%
Q3 2021$1,426,000
-3.3%
5,0910.0%0.24%
-5.6%
Q2 2021$1,475,000
+5.5%
5,0910.0%0.25%
-5.7%
Q1 2021$1,398,000
+2.6%
5,0910.0%0.26%
-5.0%
Q4 2020$1,363,000
+24.6%
5,0910.0%0.28%
+7.7%
Q3 2020$1,094,000
+7.7%
5,0910.0%0.26%
-1.9%
Q2 2020$1,016,0005,0910.26%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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