PLANNING ALTERNATIVES LTD /ADV - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 434 filers reported holding VANGUARD INDEX FDS in Q3 2018. The put-call ratio across all filers is 0.50 and the average weighting 0.5%.

Quarter-by-quarter ownership
PLANNING ALTERNATIVES LTD /ADV ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2018$383,000
+1.3%
2,180
-7.3%
0.07%
+1.5%
Q4 2017$378,000
+5.3%
2,3520.0%0.07%0.0%
Q3 2017$359,000
+4.7%
2,3520.0%0.07%
+1.5%
Q2 2017$343,000
+3.6%
2,3520.0%0.07%
+3.1%
Q1 2017$331,000
+5.8%
2,3520.0%0.06%
-1.5%
Q4 2016$313,000
-10.1%
2,352
-11.0%
0.06%
-13.3%
Q3 2016$348,000
+3.9%
2,642
-2.3%
0.08%
+2.7%
Q2 2016$335,000
+3.7%
2,705
-0.4%
0.07%
+2.8%
Q1 2016$323,000
-21.8%
2,715
-20.2%
0.07%
-26.0%
Q4 2015$413,000
+2.7%
3,401
-0.4%
0.10%
-3.0%
Q3 2015$402,000
-25.6%
3,414
-15.1%
0.10%
-13.2%
Q2 2015$540,000
+1.9%
4,0210.0%0.11%
-5.0%
Q1 2015$530,000
+4.7%
4,0210.0%0.12%
+10.1%
Q4 2014$506,000
+2.6%
4,021
-1.8%
0.11%
-9.9%
Q3 2014$493,000
-12.6%
4,096
-7.5%
0.12%
-12.9%
Q2 2014$564,000
+2.5%
4,4290.0%0.14%
-13.7%
Q1 2014$550,000
+1.5%
4,4290.0%0.16%
-2.4%
Q4 2013$542,0004,4290.16%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2018
NameSharesValueWeighting ↓
Jentner Corp 148,492$27,815,00023.08%
BALASA DINVERNO & FOLTZ LLC 616,202$115,427,00012.97%
Summit Financial Strategies, Inc. 117,608$22,030,00010.04%
Q3 Asset Management 23,613$4,423,0008.54%
Wechter Feldman Wealth Management, Inc. 73,722$13,810,0008.44%
BHK Investment Advisors, LLC 55,425$10,382,0006.99%
Corrigan Financial, Inc. 50,700$9,497,2046.82%
INSPIRION WEALTH ADVISORS, LLC 78,512$14,707,0006.24%
Towerpoint Wealth, LLC 39,389$7,378,0006.13%
Mosaic Family Wealth, LLC 84,172$13,860,0005.67%
View complete list of VANGUARD INDEX FDS shareholders