Avidian Wealth Enterprises, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 860 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.4%.

Quarter-by-quarter ownership
Avidian Wealth Enterprises, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$1,050,565
-15.4%
4,200
-11.8%
0.04%
-26.7%
Q1 2024$1,241,988
+5.1%
4,764
-2.6%
0.06%
-17.8%
Q4 2023$1,182,279
-8.8%
4,890
-19.2%
0.07%
-19.8%
Q3 2023$1,296,022
-11.8%
6,051
-5.4%
0.09%
-5.2%
Q2 2023$1,469,456
+34.5%
6,396
+26.7%
0.10%
+60.0%
Q1 2023$1,092,4055,0480.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Bell Rock Capital LLC 95,982$18,911,00014.71%
Jentner Corp 96,828$19,078,00014.49%
Bromfield Sneider Wealth Advisors 55,730$10,980,00013.35%
Radnor Financial Advisors, LLC 156,883$30,911,00010.64%
American Financial Advisors, LLC 172,831$34,053,0009.04%
BHK Investment Advisors, LLC 93,368$18,396,0008.27%
BALASA DINVERNO & FOLTZ LLC 525,889$103,616,0006.52%
Bishop & Co Investment Management, LLC 60,581$11,936,0005.95%
Summit Financial Strategies, Inc. 126,846$24,992,0005.85%
WP Advisors, LLC 64,008$12,611,0005.48%
View complete list of VANGUARD INDEX FDS shareholders