Falcon Wealth Planning - 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
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 Q3 2023
NameSharesValueWeighting ↓
Jentner Corp 85,208$22,807,00022.41%
Radnor Financial Advisors, LLC 141,213$37,797,00017.56%
BALASA DINVERNO & FOLTZ LLC 503,793$134,845,00011.19%
Summit Financial Strategies, Inc. 114,096$30,539,00010.49%
BHK Investment Advisors, LLC 73,207$19,595,0009.14%
CHOREO, LLC 409,770$109,679,0007.77%
Mosaic Family Wealth, LLC 76,405$20,450,0006.83%
AFFINITY WEALTH MANAGEMENT LLC 112,643$32,175,0006.79%
Bishop & Co Investment Management, LLC 45,510$12,181,0006.73%
RFG HOLDINGS, INC. 38,149$10,211,0006.67%
View complete list of VANGUARD INDEX FDS shareholders