SHELTON WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 776 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.90 and the average weighting 0.5%.

Quarter-by-quarter ownership
SHELTON WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,283,709
-4.0%
15,331
+3.0%
2.63%
-1.0%
Q2 2023$3,421,143
+17.5%
14,891
+10.7%
2.65%
+12.3%
Q1 2023$2,911,618
+9.9%
13,454
+1.9%
2.36%
+12.9%
Q4 2022$2,648,985
-1.9%
13,209
-4.6%
2.09%
-13.1%
Q3 2022$2,701,000
-0.2%
13,842
+0.8%
2.41%
+4.6%
Q2 2022$2,706,000
-7.4%
13,736
+16.7%
2.30%
-0.2%
Q1 2022$2,921,000
-14.6%
11,773
-3.0%
2.30%
-14.4%
Q4 2021$3,421,00012,1392.69%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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