Falcon Wealth Planning - 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
Falcon Wealth Planning ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,189,840
-8.2%
5,555
-1.6%
0.26%
-10.7%
Q2 2023$1,296,668
+2.4%
5,644
-3.6%
0.29%
-8.5%
Q1 2023$1,266,375
+4.9%
5,852
-2.8%
0.32%
-8.7%
Q4 2022$1,207,497
+29.4%
6,021
+26.0%
0.35%
+12.0%
Q3 2022$933,000
-23.3%
4,780
-22.6%
0.31%
-25.4%
Q2 2022$1,217,000
+21.0%
6,175
+52.4%
0.41%
+31.4%
Q1 2022$1,006,000
+20.0%
4,053
+36.3%
0.32%
+15.0%
Q4 2021$838,000
+0.7%
2,974
+0.1%
0.27%
-13.3%
Q3 2021$832,000
-3.3%
2,971
+0.2%
0.32%
-13.9%
Q2 2021$860,000
+5.8%
2,966
+0.2%
0.37%
-7.6%
Q1 2021$813,000
+1.4%
2,959
-1.2%
0.40%
-11.8%
Q4 2020$802,0002,9950.45%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Jentner Corp 160,172$25,929,00022.78%
BALASA DINVERNO & FOLTZ LLC 624,600$100,467,00014.89%
Summit Financial Strategies, Inc. 117,734$18,937,0009.91%
BHK Investment Advisors, LLC 56,754$9,129,0007.70%
Corrigan Financial, Inc. 55,366$8,905,5457.47%
MATHER GROUP, LLC. 409,308$65,837,0007.32%
Towerpoint Wealth, LLC 27,803$4,472,0005.92%
INSPIRION WEALTH ADVISORS, LLC 71,836$11,555,0005.61%
Brickley Wealth Management 52,464$8,439,0004.48%
Mosaic Family Wealth, LLC 75,236$12,102,0004.40%
View complete list of VANGUARD INDEX FDS shareholders