WealthPlan Investment Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 786 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
WealthPlan Investment Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$466,174
+12.2%
1,928
-0.6%
0.08%
+2.7%
Q3 2023$415,396
+5.3%
1,939
-6.9%
0.07%
-38.1%
Q2 2023$394,469
-13.7%
2,082
-1.4%
0.12%
+49.4%
Q1 2023$456,838
-77.3%
2,111
-76.4%
0.08%
-44.0%
Q4 2022$2,015,044
+2.5%
8,954
-6.4%
0.14%
-1.4%
Q3 2022$1,965,000
-17.0%
9,571
-10.7%
0.14%
-12.8%
Q1 2022$2,367,00010,7220.16%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Jentner Corp 117,818$17,708,00023.18%
Radnor Financial Advisors, LLC 125,322$18,835,00016.01%
DWM Financial Group, Inc. 32,814$4,932,00010.84%
BALASA DINVERNO & FOLTZ LLC 544,919$81,901,00010.30%
Summit Financial Strategies, Inc. 119,655$17,984,0009.75%
BHK Investment Advisors, LLC 73,738$11,083,0007.89%
Mosaic Family Wealth, LLC 84,664$12,725,0006.45%
CHOREO, LLC 332,173$49,926,0006.14%
INSPIRION WEALTH ADVISORS, LLC 79,427$11,938,0005.89%
Bishop & Co Investment Management, LLC 42,325$8,410,0005.63%
View complete list of VANGUARD INDEX FDS shareholders