AVANTAX ADVISORY SERVICES, INC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 881 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.17 and the average weighting 0.5%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,962,214
+20.2%
27,837
+28.9%
0.07%
+17.5%
Q2 2023$4,959,580
+49.0%
21,588
+40.4%
0.06%
+39.0%
Q1 2023$3,327,557
-22.3%
15,376
-28.0%
0.04%
-28.1%
Q4 2022$4,282,165
+12.6%
21,353
+9.6%
0.06%
-1.7%
Q3 2022$3,802,000
+11.0%
19,482
+12.1%
0.06%
+11.5%
Q2 2022$3,425,000
-0.6%
17,383
+25.0%
0.05%
+10.6%
Q1 2022$3,444,000
+2.1%
13,903
+16.2%
0.05%
-7.8%
Q4 2021$3,372,000
+13.3%
11,962
+12.8%
0.05%
+2.0%
Q3 2021$2,975,000
-21.0%
10,605
-18.4%
0.05%
-26.5%
Q2 2021$3,764,000
+14.7%
12,989
+8.7%
0.07%
-2.9%
Q1 2021$3,281,000
+11.1%
11,947
+8.3%
0.07%0.0%
Q4 2020$2,954,000
-33.3%
11,028
-46.5%
0.07%
-1.4%
Q3 2020$4,427,000
+111.1%
20,599
+96.5%
0.07%
+18.3%
Q2 2020$2,097,000
+27.9%
10,482
-4.0%
0.06%
+22.4%
Q1 2020$1,640,000
-64.8%
10,924
-53.4%
0.05%
-54.6%
Q4 2019$4,656,000
+17.5%
23,431
+7.7%
0.11%
-32.5%
Q3 2019$3,963,000
-20.3%
21,747
-18.6%
0.16%
-26.9%
Q2 2019$4,973,000
+17.0%
26,705
+12.9%
0.22%
-3.1%
Q1 2019$4,252,000
+46.4%
23,661
+22.6%
0.23%
-53.7%
Q4 2018$2,905,00019,2920.49%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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