Perfromance Wealth Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 825 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.48 and the average weighting 0.5%.

Quarter-by-quarter ownership
Perfromance Wealth Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$31,097,393
-9.0%
145,193
-3.3%
1.51%
-3.8%
Q2 2023$34,188,516
+1.5%
150,075
-3.6%
1.57%
-9.0%
Q1 2023$33,673,737
+3.7%
155,602
-3.9%
1.73%
-11.7%
Q4 2022$32,484,766
+1.1%
161,986
-1.6%
1.96%
+5.1%
Q3 2022$32,135,000
-0.9%
164,687
+0.1%
1.86%
+2.1%
Q2 2022$32,420,000
-21.6%
164,545
-1.2%
1.82%
+1.2%
Q1 2022$41,327,000
-13.7%
166,555
-2.0%
1.80%
-6.9%
Q4 2021$47,911,000170,0231.93%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
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