JEPPSON WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 752 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.68 and the average weighting 0.5%.

Quarter-by-quarter ownership
JEPPSON WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$329,134
-4.4%
1,316
-0.3%
0.13%
-6.0%
Q1 2024$344,112
+8.0%
1,320
+0.2%
0.13%
+1.5%
Q4 2023$318,664
-7.6%
1,318
-18.1%
0.13%
-16.5%
Q3 2023$344,797
-6.6%
1,610
+0.1%
0.16%
-1.9%
Q2 2023$369,359
+6.3%
1,608
+0.2%
0.16%
+6.6%
Q1 2023$347,412
+8.1%
1,605
+0.1%
0.15%
+11.9%
Q4 2022$321,490
+3.0%
1,603
+0.2%
0.14%
-4.3%
Q3 2022$312,000
-1.0%
1,600
+0.2%
0.14%
+4.4%
Q2 2022$315,000
-20.3%
1,597
+0.1%
0.14%
-26.6%
Q1 2022$395,000
-12.2%
1,5950.0%0.18%
-15.2%
Q4 2021$450,000
+0.2%
1,595
-0.5%
0.22%
-7.3%
Q3 2021$449,000
-3.2%
1,603
+0.1%
0.23%
-7.5%
Q2 2021$464,000
+5.9%
1,602
+0.3%
0.25%
-2.7%
Q1 2021$438,000
+2.6%
1,597
+0.1%
0.26%
-8.5%
Q4 2020$427,000
+24.9%
1,596
+0.3%
0.28%
+6.0%
Q3 2020$342,0001,5910.27%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Radnor Financial Advisors, LLC 140,946$39,114,00017.08%
Jentner Corp 76,026$20,880,00016.27%
BALASA DINVERNO & FOLTZ LLC 471,153$129,402,00010.38%
BHK Investment Advisors, LLC 73,207$19,595,0009.10%
CHOREO, LLC 430,021$118,105,0007.54%
INSPIRION WEALTH ADVISORS, LLC 90,568$24,875,0006.59%
American Financial Advisors, LLC 160,249$44,012,0006.54%
Bishop & Co Investment Management, LLC 44,823$12,311,0006.39%
AFFINITY WEALTH MANAGEMENT LLC 112,284$31,126,0006.36%
MCMILLION CAPITAL MANAGEMENT INC 38,796$10,655,0006.24%
View complete list of VANGUARD INDEX FDS shareholders