Lumature Wealth Partners, LLC - 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
Lumature Wealth Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$174,602
+1.0%
760
-4.9%
0.10%
+7.2%
Q1 2023$172,912
+7.9%
7990.0%0.10%
+7.8%
Q4 2022$160,231
-14.8%
799
-17.0%
0.09%
-10.9%
Q3 2022$188,000
-8.3%
963
-7.5%
0.10%
+11.0%
Q2 2022$205,000
-30.5%
1,041
-12.5%
0.09%
-22.9%
Q1 2022$295,000
-19.4%
1,190
-8.3%
0.12%
-16.9%
Q4 2021$366,000
-0.3%
1,298
-1.0%
0.14%
-5.3%
Q3 2021$367,000
-5.4%
1,311
-2.2%
0.15%
-6.2%
Q2 2021$388,000
-3.0%
1,340
-8.1%
0.16%
-23.8%
Q1 2021$400,000
-1.2%
1,458
-3.6%
0.21%
-45.2%
Q4 2020$405,0001,5130.38%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Jentner Corp 148,492$27,815,00023.08%
BALASA DINVERNO & FOLTZ LLC 616,202$115,427,00012.97%
Summit Financial Strategies, Inc. 117,608$22,030,00010.04%
Q3 Asset Management 23,613$4,423,0008.54%
Wechter Feldman Wealth Management, Inc. 73,722$13,810,0008.44%
BHK Investment Advisors, LLC 55,425$10,382,0006.99%
Corrigan Financial, Inc. 50,700$9,497,2046.82%
INSPIRION WEALTH ADVISORS, LLC 78,512$14,707,0006.24%
Towerpoint Wealth, LLC 39,389$7,378,0006.13%
Mosaic Family Wealth, LLC 84,172$13,860,0005.67%
View complete list of VANGUARD INDEX FDS shareholders