Iron Horse Wealth Management, LLC - 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
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 2023
NameSharesValueWeighting ↓
Jentner Corp 98,470$21,090,32313.11%
BHK Investment Advisors, LLC 95,046$20,356,9459.36%
Bromfield Sneider Wealth Advisors 57,033$12,215,2829.20%
SWAN Capital LLC 52,751$11,298,2099.01%
Vawter Financial, Ltd. 43,774$9,375,6058.42%
Summit Financial Strategies, Inc. 133,928$28,684,6225.46%
Brickley Wealth Management 94,657$20,273,6015.41%
Fee-Only Financial Planning, L.C. 31,174$6,676,8475.38%
Jacobsen Capital Management 45,583$9,763,0015.30%
American Financial Advisors, LLC 150,038$32,135,1815.06%
View complete list of VANGUARD INDEX FDS shareholders