DB Wealth Management Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 752 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.68 and the average weighting 0.5%.

Quarter-by-quarter ownership
DB Wealth Management Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$60,692
+13.1%
2510.0%0.03%0.0%
Q3 2023$53,685
-6.7%
251
+0.4%
0.03%
-2.9%
Q2 2023$57,534
+6.3%
2500.0%0.04%
+2.9%
Q1 2023$54,140
+8.0%
2500.0%0.03%
+6.2%
Q4 2022$50,124
-45.5%
250
-47.3%
0.03%
-51.5%
Q3 2022$92,000
-24.6%
474
-23.5%
0.07%
-20.5%
Q2 2022$122,000
-80.7%
620
-75.7%
0.08%
-78.3%
Q1 2022$633,000
-51.3%
2,553
-44.7%
0.38%
-50.3%
Q4 2021$1,300,000
-8.1%
4,614
-8.6%
0.77%
-15.6%
Q3 2021$1,414,000
-11.5%
5,048
-8.4%
0.91%
-10.9%
Q2 2021$1,597,000
+10.7%
5,512
+5.0%
1.02%
+3.3%
Q1 2021$1,443,000
+18.2%
5,252
+15.2%
0.99%
+9.9%
Q4 2020$1,221,0004,5610.90%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Jentner Corp 96,232$19,208,00021.84%
Radnor Financial Advisors, LLC 146,624$29,266,00017.53%
BALASA DINVERNO & FOLTZ LLC 532,524$106,292,00011.79%
Summit Financial Strategies, Inc. 120,481$24,048,00010.69%
CABANA LLC 544,737$108,730,0009.99%
BHK Investment Advisors, LLC 75,875$15,145,0008.95%
Foundations Investment Advisors, LLC 462,492$93,206,0008.25%
CHOREO, LLC 361,514$72,158,0006.98%
Mosaic Family Wealth, LLC 81,771$16,322,0006.75%
INSPIRION WEALTH ADVISORS, LLC 79,457$15,860,0006.23%
View complete list of VANGUARD INDEX FDS shareholders