DOWLING & YAHNKE LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 588 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 0.44 and the average weighting 0.5%.

Quarter-by-quarter ownership
DOWLING & YAHNKE LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$7,984,000
+14.7%
40,915
+15.8%
0.37%
+13.8%
Q2 2022$6,961,000
-52.7%
35,331
-40.5%
0.33%
-48.9%
Q1 2022$14,726,000
+573.0%
59,348
+664.2%
0.64%
+509.5%
Q4 2021$2,188,000
-2.0%
7,766
-2.5%
0.10%
-15.3%
Q3 2021$2,233,000
-0.2%
7,969
+3.2%
0.12%
-3.9%
Q2 2021$2,238,000
+4.5%
7,724
-0.9%
0.13%
-11.6%
Q1 2021$2,141,000
+0.5%
7,794
-2.1%
0.15%
-3.9%
Q4 2020$2,130,000
+30.9%
7,959
+5.2%
0.15%
+16.0%
Q3 2020$1,627,000
+8.4%
7,569
+0.7%
0.13%
+4.0%
Q2 2020$1,501,000
+28.4%
7,518
-3.3%
0.13%
+11.5%
Q1 2020$1,169,000
-10.1%
7,776
+18.8%
0.11%
+13.0%
Q4 2019$1,301,000
+13.6%
6,546
+4.0%
0.10%
+5.3%
Q3 2019$1,145,000
+3.6%
6,292
+6.1%
0.10%
+3.3%
Q2 2019$1,105,000
+4.3%
5,932
+0.7%
0.09%
-9.8%
Q1 2019$1,059,000
+39.9%
5,893
+31.7%
0.10%
+30.8%
Q4 2018$757,000
-10.6%
4,476
-1.0%
0.08%
+5.4%
Q3 2018$847,000
+7.9%
4,521
+1.2%
0.07%
+1.4%
Q2 2018$785,000
+1.8%
4,466
-5.0%
0.07%
+1.4%
Q1 2018$771,000
+2.0%
4,7010.0%0.07%
+5.9%
Q4 2017$756,000
+4.0%
4,701
-1.3%
0.07%
-8.1%
Q3 2017$727,000
-13.7%
4,761
-17.6%
0.07%
-16.9%
Q2 2017$842,000
+1.4%
5,776
-2.1%
0.09%
+1.1%
Q1 2017$830,000
+5.1%
5,901
-0.6%
0.09%0.0%
Q4 2016$790,000
+1.0%
5,9350.0%0.09%
-3.3%
Q3 2016$782,000
+4.7%
5,935
-1.6%
0.09%
+1.1%
Q2 2016$747,000
+0.8%
6,030
-3.2%
0.09%
-1.1%
Q1 2016$741,000
+1.9%
6,230
+4.1%
0.09%0.0%
Q4 2015$727,000
+2.3%
5,985
-0.9%
0.09%
-6.2%
Q3 2015$711,000
-15.6%
6,040
-3.7%
0.10%
-8.5%
Q2 2015$842,000
+6.2%
6,275
+4.3%
0.11%
+7.1%
Q1 2015$793,000
+8.8%
6,015
+4.0%
0.10%
+8.8%
Q4 2014$729,000
+4.7%
5,7850.0%0.09%
-1.1%
Q3 2014$696,000
-8.9%
5,785
-3.6%
0.09%
-7.1%
Q2 2014$764,000
+2.6%
6,0000.0%0.10%
+1.0%
Q1 2014$745,000
+2.3%
6,000
+0.8%
0.10%
-3.9%
Q4 2013$728,000
+3.4%
5,955
-3.2%
0.10%
-7.3%
Q3 2013$704,000
+10.3%
6,150
-0.7%
0.11%
+3.8%
Q2 2013$638,0006,1950.11%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2019
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