CIBC Private Wealth Group, LLC - 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
CIBC Private Wealth Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$19,781,434
-41.3%
92,359
-37.1%
0.05%
+27.0%
Q2 2023$33,714,064
+728.6%
146,748
+13.6%
0.04%
+640.0%
Q1 2023$4,068,841
-66.4%
129,232
+101.9%
0.01%
-87.8%
Q4 2022$12,123,960
+1.7%
64,020
+4.8%
0.04%
+28.1%
Q3 2022$11,916,000
+10.1%
61,063
+11.1%
0.03%
+14.3%
Q2 2022$10,826,000
-38.6%
54,949
-22.6%
0.03%
-26.3%
Q1 2022$17,623,000
-53.9%
71,023
-47.6%
0.04%
-51.9%
Q4 2021$38,197,000
+11.0%
135,553
+10.3%
0.08%
-1.2%
Q3 2021$34,427,000
+3120.5%
122,886
+3231.1%
0.08%
+3900.0%
Q2 2021$1,069,000
-2.6%
3,689
-7.7%
0.00%
-33.3%
Q1 2021$1,097,000
-0.9%
3,995
-3.4%
0.00%0.0%
Q4 2020$1,107,000
+41.7%
4,134
+13.8%
0.00%
+50.0%
Q3 2020$781,000
+14.7%
3,634
-19.8%
0.00%
-33.3%
Q1 2020$681,000
-35.3%
4,532
-14.4%
0.00%0.0%
Q4 2019$1,052,000
+10.9%
5,295
+1.5%
0.00%0.0%
Q3 2019$949,000
-16.8%
5,215
-14.8%
0.00%
-25.0%
Q2 2019$1,140,000
+35.7%
6,123
+30.9%
0.00%
+33.3%
Q1 2019$840,000
+70.0%
4,676
+42.4%
0.00%
+50.0%
Q4 2018$494,000
-19.7%
3,2830.0%0.00%0.0%
Q3 2018$615,000
+318.4%
3,283
+291.8%
0.00%
+100.0%
Q2 2018$147,000
+7.3%
8380.0%0.00%0.0%
Q1 2018$137,000
-12.2%
838
-13.4%
0.00%0.0%
Q4 2017$156,0009680.00%
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