CUMBERLAND ADVISORS INC - 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
CUMBERLAND ADVISORS INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2022$5,123,000
+12.2%
20,645
+27.4%
1.19%
+24.2%
Q4 2021$4,565,000
+6.4%
16,200
+5.8%
0.96%
-3.6%
Q3 2021$4,289,000
-4.4%
15,310
-1.1%
0.99%
-5.7%
Q2 2021$4,485,000
+7.8%
15,475
+2.2%
1.05%
+2.0%
Q1 2021$4,160,000
+6.8%
15,145
+4.1%
1.03%
-27.7%
Q4 2020$3,894,000
+44.2%
14,550
+7.5%
1.43%
+39.4%
Q2 2020$2,701,000
+30.5%
13,530
-1.7%
1.02%
+21.4%
Q1 2020$2,069,000
-51.1%
13,765
-35.4%
0.84%
-42.2%
Q4 2019$4,233,000
+7.6%
21,305
-1.4%
1.46%
+31.2%
Q3 2019$3,933,000
-4.5%
21,605
-2.4%
1.11%
-20.1%
Q2 2019$4,120,000
-0.3%
22,125
-3.8%
1.39%
-3.0%
Q1 2019$4,133,000
+26.4%
22,995
+5.9%
1.43%
+22.3%
Q4 2018$3,269,000
+71.7%
21,710
+113.6%
1.17%
-8.0%
Q3 2018$1,904,000
-4.3%
10,165
-10.2%
1.27%
+2.5%
Q2 2018$1,990,000
+6.2%
11,320
-0.9%
1.24%
+8.5%
Q1 2018$1,873,000
-8.0%
11,425
-9.8%
1.15%
+1.9%
Q4 2017$2,036,000
+10.5%
12,660
+4.8%
1.12%
-0.4%
Q3 2017$1,843,000
-74.9%
12,075
-76.1%
1.13%
-73.9%
Q2 2017$7,356,00050,4804.32%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Jentner Corp 148,492$27,815,00023.08%
BALASA DINVERNO & FOLTZ LLC 616,202$115,427,00012.97%
Summit Financial Strategies, Inc. 117,608$22,030,00010.04%
Q3 Asset Management 23,613$4,423,0008.54%
Wechter Feldman Wealth Management, Inc. 73,722$13,810,0008.44%
BHK Investment Advisors, LLC 55,425$10,382,0006.99%
Corrigan Financial, Inc. 50,700$9,497,2046.82%
INSPIRION WEALTH ADVISORS, LLC 78,512$14,707,0006.24%
Towerpoint Wealth, LLC 39,389$7,378,0006.13%
Mosaic Family Wealth, LLC 84,172$13,860,0005.67%
View complete list of VANGUARD INDEX FDS shareholders