Financial Planning & Information Services, Inc. - 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
Financial Planning & Information Services, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,790,577
-6.8%
31,705
-0.0%
1.26%
-6.0%
Q2 2023$7,287,123
+26.8%
31,719
+19.4%
1.34%
+20.6%
Q1 2023$5,747,633
+19.0%
26,559
+10.2%
1.11%
+8.8%
Q4 2022$4,831,410
+7.3%
24,092
+4.4%
1.02%
-6.1%
Q3 2022$4,502,000
-0.4%
23,074
+0.6%
1.09%
-1.1%
Q2 2022$4,520,000
-12.7%
22,943
+10.0%
1.10%
-4.7%
Q1 2022$5,175,000
-10.4%
20,858
+1.7%
1.16%
-18.7%
Q4 2021$5,778,000
+1053.3%
20,504
+1046.8%
1.42%
+945.6%
Q3 2021$501,000
+11.3%
1,788
+15.1%
0.14%
+3.0%
Q2 2021$450,000
+33.1%
1,553
+26.4%
0.13%
+26.9%
Q1 2021$338,0001,2290.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
BALASA DINVERNO & FOLTZ LLC 593,133$72,030,00012.10%
Summit Financial Strategies, Inc. 108,754$13,207,00010.28%
Corrigan Financial, Inc. 65,016$7,895,6008.36%
Arrow Investment Advisors, LLC 173,821$21,109,0005.54%
MCMILLION CAPITAL MANAGEMENT INC 47,800$5,805,0004.35%
FORTE CAPITAL LLC /ADV 85,430$10,375,0004.25%
IBBOTSON ASSOCIATES INC 54,000$6,558,0003.39%
INSPIRION WEALTH ADVISORS, LLC 35,564$4,319,0003.17%
Stratos Wealth Partners, LTD. 293,962$35,699,0002.98%
Asset Management Group, Inc. 49,088$5,961,0002.70%
View complete list of VANGUARD INDEX FDS shareholders