FIRST FOUNDATION ADVISORS - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 758 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 1.69 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 Q3 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