Cohen Klingenstein LLC - 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
Cohen Klingenstein LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$75,310,186
-6.4%
351,621
+0.4%
3.41%
-2.1%
Q2 2023$80,425,312
+7.5%
350,071
+1.2%
3.48%
-0.9%
Q1 2023$74,825,705
+8.9%
345,759
+0.9%
3.51%
+1.6%
Q4 2022$68,686,153
+5.2%
342,506
+2.4%
3.46%
-0.1%
Q3 2022$65,297,000
-0.9%
334,631
+0.0%
3.46%
+4.7%
Q2 2022$65,912,000
-20.4%
334,526
+0.3%
3.31%
-3.8%
Q1 2022$82,754,000
-10.1%
333,511
+2.1%
3.44%
-5.7%
Q4 2021$92,088,000
+6344.2%
326,796
+6307.8%
3.64%
+5774.2%
Q3 2021$1,429,000
-3.3%
5,1000.0%0.06%
-3.1%
Q2 2021$1,478,000
+7.0%
5,100
+1.4%
0.06%0.0%
Q1 2021$1,381,000
+2.6%
5,0300.0%0.06%
-4.5%
Q4 2020$1,346,000
+24.5%
5,0300.0%0.07%
+9.8%
Q3 2020$1,081,000
+7.7%
5,0300.0%0.06%
-1.6%
Q2 2020$1,004,000
+32.8%
5,0300.0%0.06%
+10.7%
Q1 2020$756,000
-24.3%
5,0300.0%0.06%
-3.4%
Q4 2019$999,000
+12.5%
5,030
+3.1%
0.06%
+3.6%
Q3 2019$888,000
-2.3%
4,8800.0%0.06%
-13.8%
Q2 2019$909,000
+3.6%
4,8800.0%0.06%
+6.6%
Q1 2019$877,000
+24.2%
4,880
+4.1%
0.06%
-43.0%
Q4 2018$706,000
-19.7%
4,6900.0%0.11%
-4.5%
Q3 2018$879,000
+6.5%
4,6900.0%0.11%
-0.9%
Q2 2018$825,000
+7.3%
4,6900.0%0.11%
+3.7%
Q1 2018$769,000
+4.6%
4,690
+2.6%
0.11%
+4.8%
Q4 2017$735,000
+5.3%
4,5700.0%0.10%
-1.0%
Q3 2017$698,000
+6.4%
4,570
+1.6%
0.10%
+2.9%
Q2 2017$656,000
+3.6%
4,5000.0%0.10%
+1.0%
Q1 2017$633,000
+12.4%
4,500
+6.4%
0.10%
+5.2%
Q4 2016$563,000
+2.6%
4,230
+1.6%
0.10%
+1.1%
Q3 2016$549,000
+6.4%
4,1650.0%0.10%0.0%
Q2 2016$516,000
+4.0%
4,1650.0%0.10%
+2.2%
Q1 2016$496,0004,1650.09%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
BALASA DINVERNO & FOLTZ LLC 593,133$72,030,00012.10%
Summit Financial Strategies, Inc. 108,754$13,207,00010.28%
Corrigan Financial, Inc. 65,016$7,895,6008.36%
Arrow Investment Advisors, LLC 173,821$21,109,0005.54%
MCMILLION CAPITAL MANAGEMENT INC 47,800$5,805,0004.35%
FORTE CAPITAL LLC /ADV 85,430$10,375,0004.25%
IBBOTSON ASSOCIATES INC 54,000$6,558,0003.39%
INSPIRION WEALTH ADVISORS, LLC 35,564$4,319,0003.17%
Stratos Wealth Partners, LTD. 293,962$35,699,0002.98%
Asset Management Group, Inc. 49,088$5,961,0002.70%
View complete list of VANGUARD INDEX FDS shareholders