OBERMEYER WOOD INVESTMENT COUNSEL, LLLP - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 831 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.33 and the average weighting 0.5%.

Quarter-by-quarter ownership
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2022$721,944
+2.8%
3,6000.0%0.06%
-3.5%
Q3 2022$702,000
-1.0%
3,6000.0%0.06%
+9.6%
Q2 2022$709,000
-25.8%
3,600
-6.4%
0.05%
-8.8%
Q1 2022$955,000
-11.9%
3,8470.0%0.06%
-1.7%
Q4 2021$1,084,000
+0.6%
3,8470.0%0.06%
-3.3%
Q3 2021$1,078,000
+3.4%
3,847
+6.9%
0.06%
+3.4%
Q2 2021$1,043,000
+5.5%
3,6000.0%0.06%
-4.9%
Q1 2021$989,000
+0.9%
3,600
-1.7%
0.06%
-6.2%
Q4 2020$980,000
+24.5%
3,6610.0%0.06%
+10.2%
Q3 2020$787,000
+7.7%
3,6610.0%0.06%
-4.8%
Q2 2020$731,000
+30.8%
3,661
-1.6%
0.06%
+3.3%
Q1 2020$559,000
-23.1%
3,722
+1.7%
0.06%
-6.2%
Q4 2019$727,000
+11.0%
3,661
+1.7%
0.06%
+4.9%
Q3 2019$655,000
+6450.0%
3,600
+3729.8%
0.06%
+1933.3%
Q2 2013$10,000940.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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