Avidian Wealth Solutions, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 955 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.85 and the average weighting 0.5%.

Quarter-by-quarter ownership
Avidian Wealth Solutions, 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 Q4 2023
NameSharesValueWeighting ↓
Bromfield Sneider Wealth Advisors 53,956$15,204,00015.51%
Jentner Corp 81,506$22,968,00015.12%
Radnor Financial Advisors, LLC 149,728$42,192,00014.99%
BALASA DINVERNO & FOLTZ LLC 489,821$138,027,0008.89%
BHK Investment Advisors, LLC 76,407$21,531,0008.49%
Summit Financial Strategies, Inc. 125,947$35,491,0006.85%
Bishop & Co Investment Management, LLC 54,119$15,250,0006.31%
CHOREO, LLC 453,966$127,923,0006.25%
New Millennium Group LLC 28,200$7,946,0006.04%
Mosaic Family Wealth, LLC 82,054$23,122,0006.02%
View complete list of VANGUARD INDEX FDS shareholders