PLANNING DIRECTIONS INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 881 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.17 and the average weighting 0.5%.

Quarter-by-quarter ownership
PLANNING DIRECTIONS INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$352
-11.3%
1,644
-4.8%
0.27%
-6.9%
Q2 2023$397
+5.3%
1,727
-1.0%
0.29%
+3.2%
Q1 2023$377
+4.4%
1,744
-3.2%
0.28%
+1.4%
Q4 2022$361
-99.9%
1,801
-23.6%
0.28%
-25.8%
Q3 2022$460,000
-14.0%
2,357
-13.2%
0.37%
-9.3%
Q2 2022$535,000
-31.0%
2,714
-13.2%
0.41%
-24.6%
Q1 2022$775,000
-28.3%
3,125
-18.6%
0.54%
-24.4%
Q4 2021$1,081,000
+5.9%
3,837
+5.3%
0.72%
-3.1%
Q3 2021$1,021,000
+3.4%
3,643
+6.9%
0.74%
+3.1%
Q2 2021$987,000
+9.2%
3,407
+3.5%
0.72%
+1.4%
Q1 2021$904,000
-1.2%
3,291
-3.8%
0.71%
-4.0%
Q4 2020$915,000
+23.1%
3,420
-1.1%
0.74%
+13.1%
Q3 2020$743,000
+10.6%
3,459
+2.8%
0.66%
+4.5%
Q2 2020$672,000
+7.0%
3,365
+6.5%
0.63%
+7.9%
Q4 2019$628,000
+12.1%
3,159
+2.6%
0.58%
+8.2%
Q3 2019$560,000
+10.0%
3,078
+12.6%
0.54%
+3.9%
Q2 2019$509,000
+6.7%
2,734
+3.1%
0.52%
-8.8%
Q1 2019$477,000
+22.3%
2,653
+2.3%
0.57%
+17.6%
Q4 2018$390,000
-19.8%
2,593
-0.1%
0.48%
+6.6%
Q3 2018$486,000
+5.2%
2,595
-1.3%
0.45%
+1.3%
Q2 2018$462,000
+20.0%
2,628
+11.9%
0.45%
+18.3%
Q1 2018$385,0002,3490.38%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Jentner Corp 85,208$22,807,00022.41%
Radnor Financial Advisors, LLC 141,213$37,797,00017.56%
BALASA DINVERNO & FOLTZ LLC 503,793$134,845,00011.19%
Summit Financial Strategies, Inc. 114,096$30,539,00010.49%
BHK Investment Advisors, LLC 73,207$19,595,0009.14%
CHOREO, LLC 409,770$109,679,0007.77%
Mosaic Family Wealth, LLC 76,405$20,450,0006.83%
AFFINITY WEALTH MANAGEMENT LLC 112,643$32,175,0006.79%
Bishop & Co Investment Management, LLC 45,510$12,181,0006.73%
RFG HOLDINGS, INC. 38,149$10,211,0006.67%
View complete list of VANGUARD INDEX FDS shareholders