SOA Wealth Advisors, LLC. - 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
SOA Wealth Advisors, LLC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,927,528
-7.7%
13,669
-1.0%
0.73%
-2.0%
Q2 2023$3,171,517
+5.5%
13,805
-0.6%
0.74%
+0.4%
Q1 2023$3,005,257
+4.8%
13,887
-2.9%
0.74%
-4.1%
Q4 2022$2,866,941
+4.5%
14,296
+1.7%
0.77%
-6.5%
Q3 2022$2,744,000
+30.0%
14,063
+31.3%
0.83%
+32.8%
Q2 2022$2,110,000
+254.6%
10,713
+346.2%
0.62%
+329.0%
Q1 2022$595,000
+27.4%
2,401
+45.2%
0.14%
+28.3%
Q4 2021$467,000
+0.9%
1,6540.0%0.11%
-5.0%
Q3 2021$463,000
-3.3%
1,6540.0%0.12%
-3.3%
Q2 2021$479,000
+5.5%
1,6540.0%0.12%
-3.1%
Q1 2021$454,000
-7.7%
1,654
+0.1%
0.13%
-5.2%
Q4 2020$492,0001,6530.13%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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