HB 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
HB Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,940,201
+7.2%
23,066
+15.0%
0.08%
+8.1%
Q2 2023$4,608,701
+5.6%
20,061
-0.5%
0.07%
-2.6%
Q1 2023$4,365,234
+24.3%
20,171
+15.2%
0.08%
+18.8%
Q4 2022$3,512,258
-6.9%
17,514
-9.5%
0.06%
-20.0%
Q3 2022$3,774,000
+28.8%
19,342
+30.1%
0.08%
+33.3%
Q2 2022$2,929,000
+0.4%
14,864
+26.4%
0.06%
+11.1%
Q1 2022$2,917,000
+28.9%
11,755
+46.4%
0.05%
+17.4%
Q4 2021$2,263,0008,0310.05%
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