PLANNING DIRECTIONS INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 776 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.90 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 Q3 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