Investments & Financial Planning, 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
Investments & Financial Planning, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$384,781
-7.6%
1,797
-0.9%
0.34%
-5.0%
Q2 2023$416,522
+0.3%
1,813
-5.5%
0.36%
-5.2%
Q1 2023$415,147
-6.5%
1,918
-13.4%
0.38%
-12.4%
Q4 2022$443,955
+0.9%
2,214
-0.9%
0.44%
-4.0%
Q2 2022$440,000
-21.6%
2,235
-1.1%
0.45%
-7.6%
Q1 2022$561,000
+0.4%
2,261
+0.8%
0.49%
-2.4%
Q4 2021$559,0002,2420.50%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
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