CONFLUENCE INVESTMENT MANAGEMENT LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 310 filers reported holding VANGUARD INDEX FDS in Q1 2017. The put-call ratio across all filers is 0.85 and the average weighting 0.5%.

Quarter-by-quarter ownership
CONFLUENCE INVESTMENT MANAGEMENT LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2016$1,695,000
-62.3%
12,731
-62.7%
0.04%
-65.0%
Q3 2016$4,499,000
-39.7%
34,142
-43.3%
0.12%
-42.9%
Q2 2016$7,457,000
+6.4%
60,187
+2.2%
0.20%
-2.4%
Q1 2016$7,008,000
+6.2%
58,891
+8.4%
0.21%
-2.8%
Q4 2015$6,600,000
+11.1%
54,344
+7.7%
0.22%
-0.5%
Q3 2015$5,943,000
-5.7%
50,462
+7.5%
0.22%
-5.2%
Q2 2015$6,300,000
+9.7%
46,934
+7.7%
0.23%
+5.5%
Q1 2015$5,743,00043,5780.22%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2017
NameSharesValueWeighting ↓
Jentner Corp 117,818$17,708,00023.18%
Radnor Financial Advisors, LLC 125,322$18,835,00016.01%
DWM Financial Group, Inc. 32,814$4,932,00010.84%
BALASA DINVERNO & FOLTZ LLC 544,919$81,901,00010.30%
Summit Financial Strategies, Inc. 119,655$17,984,0009.75%
BHK Investment Advisors, LLC 73,738$11,083,0007.89%
Mosaic Family Wealth, LLC 84,664$12,725,0006.45%
CHOREO, LLC 332,173$49,926,0006.14%
INSPIRION WEALTH ADVISORS, LLC 79,427$11,938,0005.89%
Bishop & Co Investment Management, LLC 42,325$8,410,0005.63%
View complete list of VANGUARD INDEX FDS shareholders