WealthPlan Investment Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 27 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

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 Q4 2023
NameSharesValueWeighting ↓
BALASA DINVERNO & FOLTZ LLC 593,133$72,030,00012.10%
Summit Financial Strategies, Inc. 108,754$13,207,00010.28%
Corrigan Financial, Inc. 65,016$7,895,6008.36%
Arrow Investment Advisors, LLC 173,821$21,109,0005.54%
MCMILLION CAPITAL MANAGEMENT INC 47,800$5,805,0004.35%
FORTE CAPITAL LLC /ADV 85,430$10,375,0004.25%
IBBOTSON ASSOCIATES INC 54,000$6,558,0003.39%
INSPIRION WEALTH ADVISORS, LLC 35,564$4,319,0003.17%
Stratos Wealth Partners, LTD. 293,962$35,699,0002.98%
Asset Management Group, Inc. 49,088$5,961,0002.70%
View complete list of VANGUARD INDEX FDS shareholders