B. Riley Wealth Advisors, 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
B. Riley Wealth Advisors, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$14,177,840
+14.8%
66,196
+23.2%
0.38%
+38.3%
Q2 2023$12,346,428
-6.4%
53,741
-11.9%
0.28%
-21.3%
Q1 2023$13,196,407
+16.6%
60,979
+8.1%
0.35%
+11.0%
Q4 2022$11,314,443
+3.7%
56,420
+0.9%
0.32%
-3.6%
Q3 2022$10,908,000
+197.1%
55,900
+200.1%
0.33%
+113.6%
Q2 2022$3,671,000
-15.5%
18,627
+6.4%
0.15%
+8.5%
Q1 2022$4,345,000
-23.6%
17,510
-13.2%
0.14%
-13.4%
Q4 2021$5,685,000
-2.6%
20,171
-2.3%
0.16%
-11.8%
Q3 2021$5,834,000
+1.7%
20,648
+3.0%
0.19%0.0%
Q2 2021$5,734,000
+6.0%
20,049
+1.1%
0.19%
-2.6%
Q1 2021$5,409,000
+21.4%
19,825
+19.1%
0.19%
-19.7%
Q4 2020$4,456,000
-24.2%
16,646
-41.2%
0.24%
-24.0%
Q3 2020$5,876,000
+32.1%
28,297
+27.0%
0.31%
+5.4%
Q2 2020$4,447,000
+11.8%
22,277
-15.8%
0.30%
-12.6%
Q1 2020$3,979,000
+1785.8%
26,472
+1919.2%
0.34%
+1072.4%
Q4 2017$211,000
-45.9%
1,311
-55.6%
0.03%
-61.8%
Q3 2016$390,000
+16.4%
2,954
+9.4%
0.08%
+13.4%
Q2 2016$335,000
+4.4%
2,700
+0.0%
0.07%
-9.5%
Q1 2016$321,000
-3.3%
2,699
-1.1%
0.07%
+10.4%
Q4 2015$332,000
+9.9%
2,729
+6.4%
0.07%
-8.2%
Q3 2015$302,000
-31.1%
2,564
-21.0%
0.07%
-33.0%
Q2 2015$438,000
-15.1%
3,247
-17.0%
0.11%
-13.5%
Q1 2015$516,000
+9.8%
3,913
+4.9%
0.13%
+1160.0%
Q4 2014$470,000
-36.7%
3,729
-39.5%
0.01%
-91.2%
Q3 2014$742,000
-99.8%
6,160
+32.7%
0.11%
+59.2%
Q2 2014$304,494,000
+116564.4%
4,642
+120.6%
0.07%
-10.1%
Q1 2014$261,000
+2.8%
2,104
+1.4%
0.08%
-2.5%
Q4 2013$254,000
+7.2%
2,0740.0%0.08%0.0%
Q3 2013$237,000
+19.7%
2,074
+7.8%
0.08%
+20.9%
Q2 2013$198,0001,9240.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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