Avantax Planning Partners, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 838 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.4%.

Quarter-by-quarter ownership
Avantax Planning Partners, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,487,526
-3.6%
34,959
+3.4%
0.31%
+1.3%
Q2 2023$7,768,888
+4.1%
33,816
-1.9%
0.31%
+2.0%
Q1 2023$7,462,250
+8.0%
34,482
+0.1%
0.30%
+10.6%
Q4 2022$6,906,798
+28.5%
34,441
+25.0%
0.27%
+13.2%
Q3 2022$5,375,000
-14.6%
27,546
-13.8%
0.24%
-10.0%
Q2 2022$6,294,000
+104.0%
31,946
+156.9%
0.27%
+120.5%
Q1 2022$3,085,000
+31.4%
12,433
+49.2%
0.12%
+25.8%
Q4 2021$2,348,000
+28.9%
8,332
+28.1%
0.10%
+15.5%
Q3 2021$1,822,000
+793.1%
6,502
+536.8%
0.08%
+600.0%
Q2 2020$204,000
-53.6%
1,021
-65.1%
0.01%
-61.3%
Q1 2020$440,000
-27.0%
2,925
-3.7%
0.03%
-11.4%
Q4 2019$603,000
+497.0%
3,037
+462.4%
0.04%
+337.5%
Q3 2018$101,000
+71.2%
540
+50.0%
0.01%
+60.0%
Q1 2018$59,0003600.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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