VALLEY WEALTH MANAGERS, 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
VALLEY WEALTH MANAGERS, INC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,624,954
-9.5%
7,587
-3.0%
0.14%
-16.1%
Q2 2023$1,796,505
+4.2%
7,820
-1.9%
0.16%
+2.5%
Q1 2023$1,724,479
+5.3%
7,969
-2.4%
0.16%
+3.3%
Q4 2022$1,637,294
+3.2%
8,164
+0.4%
0.15%
-3.8%
Q3 2022$1,587,000
-4.7%
8,135
-3.7%
0.16%
+1.3%
Q2 2022$1,665,000
-23.5%
8,451
-3.7%
0.16%
-14.3%
Q1 2022$2,176,000
-14.8%
8,772
-3.2%
0.18%
-11.2%
Q4 2021$2,554,000
+1.7%
9,062
+1.1%
0.20%
-6.4%
Q3 2021$2,511,000
-1.8%
8,961
+1.5%
0.22%
+1.4%
Q2 2021$2,557,000
+19.9%
8,825
+13.6%
0.22%
+12.5%
Q1 2021$2,133,000
+9.7%
7,767
+6.9%
0.19%
+1.1%
Q4 2020$1,945,000
+53.8%
7,266
+23.4%
0.19%
+36.7%
Q3 2020$1,265,000
+19.0%
5,887
+10.5%
0.14%
+16.8%
Q2 2020$1,063,000
+153.7%
5,326
+91.0%
0.12%
+120.4%
Q1 2020$419,000
-10.5%
2,789
+18.3%
0.05%
+14.9%
Q4 2019$468,000
+47.2%
2,358
+34.9%
0.05%
+38.2%
Q3 2019$318,0001,7480.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Jentner Corp 117,818$17,708,00023.18%
Radnor Financial Advisors, LLC 125,322$18,835,00016.01%
DWM Financial Group, Inc. 32,814$4,932,00010.84%
BALASA DINVERNO & FOLTZ LLC 544,919$81,901,00010.30%
Summit Financial Strategies, Inc. 119,655$17,984,0009.75%
BHK Investment Advisors, LLC 73,738$11,083,0007.89%
Mosaic Family Wealth, LLC 84,664$12,725,0006.45%
CHOREO, LLC 332,173$49,926,0006.14%
INSPIRION WEALTH ADVISORS, LLC 79,427$11,938,0005.89%
Bishop & Co Investment Management, LLC 42,325$8,410,0005.63%
View complete list of VANGUARD INDEX FDS shareholders