J.W. COLE ADVISORS, INC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 530 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.97 and the average weighting 0.5%.

Quarter-by-quarter ownership
J.W. COLE ADVISORS, INC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$1,411,901
-7.3%
5,645
-3.4%
0.07%
-14.3%
Q1 2024$1,522,917
+14.4%
5,845
+6.1%
0.08%
-1.3%
Q4 2023$1,331,500
+54.3%
5,507
+36.7%
0.08%
+21.9%
Q3 2023$863,138
-4.8%
4,030
+2.1%
0.06%
-1.5%
Q2 2023$906,778
-10.8%
3,947
-16.0%
0.06%
-9.7%
Q1 2023$1,016,844
-0.2%
4,699
-7.5%
0.07%
-7.7%
Q4 2022$1,018,660
+8.7%
5,079
+5.8%
0.08%0.0%
Q3 2022$937,000
-1.6%
4,801
-0.6%
0.08%
+2.6%
Q2 2022$952,000
-18.5%
4,829
+2.6%
0.08%
-2.6%
Q1 2022$1,168,000
-30.5%
4,708
-21.0%
0.08%
-28.4%
Q4 2021$1,680,000
-1.6%
5,963
+1.3%
0.11%
-18.7%
Q2 2021$1,707,000
+35.8%
5,889
+28.7%
0.13%
+10.7%
Q1 2021$1,257,000
-34.3%
4,577
-36.0%
0.12%
-39.2%
Q4 2020$1,913,000
+71.0%
7,147
+37.3%
0.20%
+131.4%
Q3 2020$1,119,000
-25.1%
5,205
-30.7%
0.09%
-54.3%
Q4 2019$1,493,0007,5150.19%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2020
NameSharesValueWeighting ↓
Jentner Corp 96,232$19,208,00021.84%
Radnor Financial Advisors, LLC 146,624$29,266,00017.53%
BALASA DINVERNO & FOLTZ LLC 532,524$106,292,00011.79%
Summit Financial Strategies, Inc. 120,481$24,048,00010.69%
CABANA LLC 544,737$108,730,0009.99%
BHK Investment Advisors, LLC 75,875$15,145,0008.95%
Foundations Investment Advisors, LLC 462,492$93,206,0008.25%
CHOREO, LLC 361,514$72,158,0006.98%
Mosaic Family Wealth, LLC 81,771$16,322,0006.75%
INSPIRION WEALTH ADVISORS, LLC 79,457$15,860,0006.23%
View complete list of VANGUARD INDEX FDS shareholders