Bluesphere Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 743 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 2.11 and the average weighting 0.5%.

Quarter-by-quarter ownership
Bluesphere Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$212,264
-2.5%
991
+4.5%
0.15%
+0.7%
Q2 2023$217,760
+6.3%
948
+0.1%
0.15%
-10.6%
Q1 2023$204,848
-5.6%
947
-15.0%
0.17%
-21.7%
Q3 2022$217,000
-12.5%
1,114
-11.6%
0.22%
-10.0%
Q2 2022$248,000
-51.4%
1,260
-38.7%
0.24%
-44.1%
Q1 2022$510,000
-34.2%
2,055
-25.2%
0.43%
-33.0%
Q4 2021$775,000
+9.9%
2,749
+9.3%
0.64%
-5.0%
Q3 2021$705,000
-4.0%
2,516
-0.7%
0.68%
+4.3%
Q2 2021$734,000
+17.3%
2,534
+11.2%
0.65%
+14.7%
Q1 2021$626,000
+52.7%
2,279
+48.5%
0.57%
+28.9%
Q4 2020$410,0001,5350.44%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Jentner Corp 160,172$25,929,00022.78%
BALASA DINVERNO & FOLTZ LLC 624,600$100,467,00014.89%
Summit Financial Strategies, Inc. 117,734$18,937,0009.91%
BHK Investment Advisors, LLC 56,754$9,129,0007.70%
Corrigan Financial, Inc. 55,366$8,905,5457.47%
MATHER GROUP, LLC. 409,308$65,837,0007.32%
Towerpoint Wealth, LLC 27,803$4,472,0005.92%
INSPIRION WEALTH ADVISORS, LLC 71,836$11,555,0005.61%
Brickley Wealth Management 52,464$8,439,0004.48%
Mosaic Family Wealth, LLC 75,236$12,102,0004.40%
View complete list of VANGUARD INDEX FDS shareholders