Accretive Wealth Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 838 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.4%.

Quarter-by-quarter ownership
Accretive Wealth Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$820,098
-6.8%
3,8290.0%0.49%
-6.3%
Q2 2023$879,678
+6.2%
3,8290.0%0.52%
-1.5%
Q1 2023$828,637
+7.9%
3,8290.0%0.53%
+0.4%
Q4 2022$767,870
-1.7%
3,829
-4.4%
0.53%
-11.3%
Q3 2022$781,000
-1.0%
4,0050.0%0.60%
+3.8%
Q2 2022$789,000
-20.6%
4,0050.0%0.57%
-8.2%
Q1 2022$994,000
-13.6%
4,005
-1.9%
0.62%
-14.8%
Q4 2021$1,150,000
+0.6%
4,0810.0%0.73%
-9.2%
Q3 2021$1,143,000
-3.1%
4,081
+0.2%
0.81%
-5.3%
Q2 2021$1,180,000
+5.5%
4,0720.0%0.85%
-15.5%
Q1 2021$1,118,000
+2.6%
4,072
+0.0%
1.01%
-6.5%
Q4 2020$1,090,0004,0711.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
BALASA DINVERNO & FOLTZ LLC 593,133$72,030,00012.10%
Summit Financial Strategies, Inc. 108,754$13,207,00010.28%
Corrigan Financial, Inc. 65,016$7,895,6008.36%
Arrow Investment Advisors, LLC 173,821$21,109,0005.54%
MCMILLION CAPITAL MANAGEMENT INC 47,800$5,805,0004.35%
FORTE CAPITAL LLC /ADV 85,430$10,375,0004.25%
IBBOTSON ASSOCIATES INC 54,000$6,558,0003.39%
INSPIRION WEALTH ADVISORS, LLC 35,564$4,319,0003.17%
Stratos Wealth Partners, LTD. 293,962$35,699,0002.98%
Asset Management Group, Inc. 49,088$5,961,0002.70%
View complete list of VANGUARD INDEX FDS shareholders