Worth Asset Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 819 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.5%.

Quarter-by-quarter ownership
Worth Asset Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$1,378
-89.9%
6
-90.5%
0.00%
-90.0%
Q1 2023$13,634
-9.1%
63
-14.9%
0.01%
-9.1%
Q3 2022$15,000
+7.1%
74
+4.2%
0.01%
+10.0%
Q2 2022$14,000
-22.2%
71
-22.0%
0.01%
-16.7%
Q1 2022$18,000910.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Jentner Corp 85,208$22,807,00022.41%
Radnor Financial Advisors, LLC 141,213$37,797,00017.56%
BALASA DINVERNO & FOLTZ LLC 503,793$134,845,00011.19%
Summit Financial Strategies, Inc. 114,096$30,539,00010.49%
BHK Investment Advisors, LLC 73,207$19,595,0009.14%
CHOREO, LLC 409,770$109,679,0007.77%
Mosaic Family Wealth, LLC 76,405$20,450,0006.83%
AFFINITY WEALTH MANAGEMENT LLC 112,643$32,175,0006.79%
Bishop & Co Investment Management, LLC 45,510$12,181,0006.73%
RFG HOLDINGS, INC. 38,149$10,211,0006.67%
View complete list of VANGUARD INDEX FDS shareholders