FIRST FOUNDATION ADVISORS - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 743 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 2.11 and the average weighting 0.5%.

Quarter-by-quarter ownership
FIRST FOUNDATION ADVISORS ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2022$412,000
-20.2%
1,662
-9.3%
0.02%
-16.7%
Q4 2021$516,000
+11.0%
1,833
+10.3%
0.02%
+5.9%
Q3 2021$465,000
-3.3%
1,662
+0.1%
0.02%
-10.5%
Q2 2021$481,000
+3.0%
1,661
-2.2%
0.02%
-5.0%
Q1 2021$467,0001,6990.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
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