CAPSTONE WEALTH MANAGEMENT GROUP, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 800 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
CAPSTONE WEALTH MANAGEMENT GROUP, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2022$520,136
-25.2%
2,594
-27.2%
0.56%
-37.0%
Q3 2022$695,000
-2.0%
3,564
-0.9%
0.89%
+4.0%
Q2 2022$709,000
-28.3%
3,598
-9.7%
0.86%
-13.5%
Q1 2022$989,000
-45.4%
3,986
-38.0%
0.99%
-32.9%
Q4 2021$1,811,0006,4281.47%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Jentner Corp 96,232$19,208,00021.84%
Radnor Financial Advisors, LLC 146,624$29,266,00017.53%
BALASA DINVERNO & FOLTZ LLC 532,524$106,292,00011.79%
Summit Financial Strategies, Inc. 120,481$24,048,00010.69%
CABANA LLC 544,737$108,730,0009.99%
BHK Investment Advisors, LLC 75,875$15,145,0008.95%
Foundations Investment Advisors, LLC 462,492$93,206,0008.25%
CHOREO, LLC 361,514$72,158,0006.98%
Mosaic Family Wealth, LLC 81,771$16,322,0006.75%
INSPIRION WEALTH ADVISORS, LLC 79,457$15,860,0006.23%
View complete list of VANGUARD INDEX FDS shareholders