Wells Financial Advisors INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 758 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 1.69 and the average weighting 0.5%.

Quarter-by-quarter ownership
Wells Financial Advisors INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$302,453
-6.8%
1,4120.0%0.24%
-4.1%
Q2 2023$324,426
+6.2%
1,4120.0%0.24%
+0.8%
Q1 2023$305,602
+6.4%
1,412
-1.4%
0.24%
+2.1%
Q4 2022$287,202
-3.0%
1,432
-5.6%
0.24%
-17.1%
Q3 2022$296,000
-1.7%
1,517
-0.7%
0.29%
+5.5%
Q2 2022$301,000
-21.0%
1,527
-0.7%
0.27%
-14.5%
Q1 2022$381,000
-12.0%
1,5370.0%0.32%
-7.8%
Q4 2021$433,000
+0.5%
1,5370.0%0.34%
-5.2%
Q3 2021$431,000
-3.1%
1,5370.0%0.36%
-2.9%
Q2 2021$445,000
+5.5%
1,5370.0%0.38%
-1.1%
Q1 2021$422,000
-12.1%
1,537
-14.4%
0.38%
-7.6%
Q4 2020$480,0001,7950.41%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Jentner Corp 98,470$21,090,32313.11%
BHK Investment Advisors, LLC 95,046$20,356,9459.36%
Bromfield Sneider Wealth Advisors 57,033$12,215,2829.20%
SWAN Capital LLC 52,751$11,298,2099.01%
Vawter Financial, Ltd. 43,774$9,375,6058.42%
Summit Financial Strategies, Inc. 133,928$28,684,6225.46%
Brickley Wealth Management 94,657$20,273,6015.41%
Fee-Only Financial Planning, L.C. 31,174$6,676,8475.38%
Jacobsen Capital Management 45,583$9,763,0015.30%
American Financial Advisors, LLC 150,038$32,135,1815.06%
View complete list of VANGUARD INDEX FDS shareholders