Sterling Financial 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
Sterling Financial Planning, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,000,682
-4.9%
9,341
+2.1%
1.02%
-1.6%
Q2 2023$2,102,785
+9.2%
9,153
+2.9%
1.04%
-0.3%
Q1 2023$1,925,663
+8.4%
8,898
+0.5%
1.04%
-1.4%
Q4 2022$1,775,829
+13.7%
8,855
+10.6%
1.06%
-3.2%
Q3 2022$1,562,000
+4.1%
8,007
+5.1%
1.10%
+3.8%
Q2 2022$1,501,000
-1.4%
7,620
+24.2%
1.06%
+10.1%
Q1 2022$1,522,000
-12.9%
6,135
-1.0%
0.96%
-12.3%
Q4 2021$1,747,000
+13.4%
6,199
+12.7%
1.09%
+11.3%
Q3 2021$1,541,000
+12.6%
5,501
+16.5%
0.98%
+10.5%
Q2 2021$1,368,000
+42.4%
4,720
+34.8%
0.89%
+29.6%
Q1 2021$961,000
+65.7%
3,501
+61.5%
0.68%
+46.7%
Q4 2020$580,0002,1680.47%
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