Iron Horse Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 758 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 1.69 and the average weighting 0.5%.

Quarter-by-quarter ownership
Iron Horse Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$104,948
+12.5%
490
+20.7%
0.05%
+13.0%
Q2 2023$93,274
-34.6%
406
-38.4%
0.05%
-35.2%
Q1 2023$142,614
+107940.9%
6590.0%0.07%0.0%
Q4 2022$132
-99.7%
659
+215.3%
0.07%
+20.3%
Q3 2022$41,000
-68.5%
209
-68.3%
0.06%
-20.3%
Q2 2022$130,000
-20.7%
6590.0%0.07%
-17.8%
Q1 2022$164,000
-17.6%
659
-6.7%
0.09%
-19.6%
Q4 2021$199,000
+0.5%
7060.0%0.11%
-8.9%
Q3 2021$198,000
-3.4%
7060.0%0.12%
-8.9%
Q2 2021$205,000
+5.7%
7060.0%0.14%
-6.9%
Q1 2021$194,000
+2.6%
7060.0%0.14%
-4.0%
Q4 2020$189,0007060.15%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Jentner Corp 117,818$17,708,00023.18%
Radnor Financial Advisors, LLC 125,322$18,835,00016.01%
DWM Financial Group, Inc. 32,814$4,932,00010.84%
BALASA DINVERNO & FOLTZ LLC 544,919$81,901,00010.30%
Summit Financial Strategies, Inc. 119,655$17,984,0009.75%
BHK Investment Advisors, LLC 73,738$11,083,0007.89%
Mosaic Family Wealth, LLC 84,664$12,725,0006.45%
CHOREO, LLC 332,173$49,926,0006.14%
INSPIRION WEALTH ADVISORS, LLC 79,427$11,938,0005.89%
Bishop & Co Investment Management, LLC 42,325$8,410,0005.63%
View complete list of VANGUARD INDEX FDS shareholders