WILLNER & HELLER, 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
WILLNER & HELLER, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2022$942,723
+4.1%
4,701
+1.3%
1.34%
-8.4%
Q3 2022$906,000
-2.1%
4,641
-1.1%
1.46%
+1.6%
Q2 2022$925,000
-28.4%
4,694
+2.4%
1.44%
-9.4%
Q1 2022$1,291,000
-2.5%
4,582
-3.0%
1.59%
-9.8%
Q4 2021$1,324,0004,7241.76%
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