Prosperity Planning, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 831 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.33 and the average weighting 0.5%.

Quarter-by-quarter ownership
Prosperity Planning, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,514,291
-2.6%
16,408
+4.5%
1.47%
-1.3%
Q2 2023$3,607,071
+14.1%
15,701
+7.5%
1.49%
+8.1%
Q1 2023$3,160,048
+12.1%
14,602
+7.2%
1.38%
-1.1%
Q4 2022$2,819,121
+6.1%
13,6210.0%1.39%
+0.4%
Q3 2022$2,658,000
+4.4%
13,621
+38.5%
1.39%
+6.7%
Q2 2022$2,546,000
-13.7%
9,8320.0%1.30%
-10.0%
Q1 2022$2,951,000
+6.5%
9,8320.0%1.44%
+2.9%
Q4 2021$2,771,000
+10.4%
9,832
+9.8%
1.40%
+2.6%
Q3 2021$2,509,000
+0.2%
8,956
+3.7%
1.37%
-11.9%
Q2 2021$2,503,000
+14.8%
8,639
+8.8%
1.55%
+0.3%
Q1 2021$2,181,000
+11.8%
7,940
+8.9%
1.55%
-6.3%
Q4 2020$1,951,0007,2901.65%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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