BRADLEY FOSTER & SARGENT INC/CT - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 310 filers reported holding VANGUARD INDEX FDS in Q1 2017. The put-call ratio across all filers is 0.85 and the average weighting 0.5%.

Quarter-by-quarter ownership
BRADLEY FOSTER & SARGENT INC/CT ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,958,8880.0%17,2320.0%0.08%0.0%
Q2 2023$3,958,888
+6.6%
17,232
+0.4%
0.08%
-6.7%
Q1 2023$3,712,954
+2.2%
17,157
-5.3%
0.09%
-2.2%
Q4 2022$3,632,789
+1.8%
18,115
-1.0%
0.09%
-8.1%
Q3 2022$3,570,000
-5.3%
18,296
-4.4%
0.10%
+2.1%
Q2 2022$3,771,000
-22.2%
19,141
-2.0%
0.10%
-6.7%
Q1 2022$4,848,000
-14.2%
19,538
-2.6%
0.10%
-11.1%
Q4 2021$5,650,000
-6.3%
20,052
-6.8%
0.12%
-17.6%
Q3 2021$6,028,000
-16.8%
21,516
-13.9%
0.14%
-16.0%
Q2 2021$7,241,000
+4.5%
24,986
-0.9%
0.17%
-3.4%
Q1 2021$6,928,000
+2.6%
25,224
+0.0%
0.18%
-1.7%
Q4 2020$6,750,000
+20.0%
25,219
-3.6%
0.18%
+7.9%
Q3 2020$5,624,000
+44.2%
26,165
+0.8%
0.16%
+5.8%
Q1 2020$3,900,000
-25.2%
25,946
-1.2%
0.16%
-3.1%
Q4 2019$5,217,000
+11.4%
26,256
+2.1%
0.16%
+3.2%
Q3 2019$4,683,000
-1.1%
25,724
+1.1%
0.16%
-0.6%
Q2 2019$4,737,000
+6.2%
25,439
+2.5%
0.16%
+0.6%
Q1 2019$4,460,000
+17.1%
24,817
-1.9%
0.16%
+1.3%
Q4 2018$3,809,000
-11.8%
25,297
+9.7%
0.15%
+4.8%
Q3 2018$4,319,000
+7.8%
23,058
+1.2%
0.15%
+2.8%
Q2 2018$4,006,000
+14.2%
22,785
+6.5%
0.14%
+7.5%
Q1 2018$3,507,000
+0.5%
21,389
-1.4%
0.13%
+4.7%
Q4 2017$3,488,000
+3.4%
21,684
-1.9%
0.13%
-1.6%
Q3 2017$3,374,000
+2.2%
22,104
-2.4%
0.13%
-2.3%
Q2 2017$3,302,000
+23.2%
22,656
+18.9%
0.13%
+22.2%
Q1 2017$2,681,000
+34.3%
19,056
+27.1%
0.11%
+27.1%
Q4 2016$1,997,000
+11.1%
14,996
+10.0%
0.08%
+7.6%
Q3 2016$1,797,000
+6.7%
13,633
+0.3%
0.08%
+3.9%
Q2 2016$1,684,000
+1.5%
13,588
-2.5%
0.08%
-1.3%
Q1 2016$1,659,000
-2.0%
13,9370.0%0.08%
-1.3%
Q4 2015$1,693,000
+69.3%
13,937
+64.2%
0.08%
+59.2%
Q3 2015$1,000,000
-13.1%
8,488
-1.0%
0.05%
-5.8%
Q2 2015$1,151,000
+6.9%
8,573
+4.9%
0.05%
+6.1%
Q1 2015$1,077,000
+29.3%
8,173
+23.6%
0.05%
+25.6%
Q4 2014$833,000
+4.3%
6,613
-0.5%
0.04%
+2.6%
Q3 2014$799,000
-23.6%
6,643
-19.1%
0.04%
-25.5%
Q2 2014$1,046,000
-4.2%
8,208
-6.6%
0.05%
-10.5%
Q1 2014$1,092,000
+1.6%
8,7900.0%0.06%0.0%
Q4 2013$1,075,000
+35.7%
8,790
+27.0%
0.06%
+23.9%
Q3 2013$792,000
+37.5%
6,922
+23.8%
0.05%
+27.8%
Q2 2013$576,0005,5930.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2017
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