Topel & Distasi Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 786 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.37 and the average weighting 0.5%.

Quarter-by-quarter ownership
Topel & Distasi Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,165,996
-6.8%
5,4440.0%0.61%
-2.9%
Q2 2023$1,250,705
+6.2%
5,4440.0%0.63%
+2.3%
Q1 2023$1,178,136
+7.9%
5,4440.0%0.62%
+0.5%
Q4 2022$1,091,740
-5.3%
5,4440.0%0.61%
-3.9%
Q3 2022$1,153,000
+7.5%
5,4440.0%0.64%
+2.6%
Q2 2022$1,073,000
-5.5%
5,444
+19.0%
0.62%
+30.7%
Q1 2022$1,135,000
+12.5%
4,575
+27.8%
0.48%
+15.3%
Q4 2021$1,009,0003,5810.41%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
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