ACORN FINANCIAL ADVISORY SERVICES INC /ADV - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 786 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.37 and the average weighting 0.5%.

Quarter-by-quarter ownership
ACORN FINANCIAL ADVISORY SERVICES INC /ADV ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,559,612
-7.4%
7,282
-0.7%
0.28%
-7.0%
Q2 2023$1,684,961
+7.3%
7,334
+1.1%
0.30%
-2.3%
Q1 2023$1,570,057
+8.5%
7,255
+0.5%
0.31%
-0.3%
Q4 2022$1,447,003
-1.9%
7,216
-4.6%
0.31%
-12.8%
Q3 2022$1,475,000
+586.0%
7,561
+591.8%
0.35%
+590.2%
Q2 2022$215,000
-25.1%
1,093
-5.4%
0.05%
-12.1%
Q1 2022$287,000
-12.5%
1,155
-0.6%
0.06%
-12.1%
Q4 2021$328,000
+18.4%
1,162
+17.7%
0.07%
-23.3%
Q3 2021$277,000
-6.4%
987
-3.2%
0.09%
-1.1%
Q2 2021$296,000
+4.6%
1,020
-1.0%
0.09%
-15.5%
Q1 2021$283,000
+32.2%
1,030
+28.9%
0.10%
+22.6%
Q4 2020$214,0007990.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
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