WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 831 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.33 and the average weighting 0.5%.

Quarter-by-quarter ownership
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,555,567
-6.0%
7,263
+0.9%
0.61%
-0.3%
Q2 2023$1,653,991
+5.5%
7,199
-0.6%
0.61%
+2.2%
Q1 2023$1,567,224
+196.6%
7,242
+174.8%
0.60%
+186.1%
Q4 2022$528,483
+3.0%
2,635
+0.2%
0.21%
-4.6%
Q3 2022$513,000
+62.3%
2,630
+106.8%
0.22%
+103.7%
Q1 2022$316,000
-6.0%
1,272
+6.8%
0.11%
-1.8%
Q4 2021$336,000
+12.0%
1,191
+11.1%
0.11%
+6.9%
Q3 2021$300,0001,0720.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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