PATHSTONE FAMILY OFFICE, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 743 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 2.11 and the average weighting 0.5%.

Quarter-by-quarter ownership
PATHSTONE FAMILY OFFICE, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$22,258,042
-1.7%
103,922
+5.4%
0.17%
-49.7%
Q2 2023$22,647,574
+10.1%
98,579
+3.7%
0.34%
+1.2%
Q1 2023$20,573,900
-51.9%
95,068
-50.7%
0.33%
-8.5%
Q4 2022$42,814,012
+6.2%
192,746
-6.7%
0.36%
+0.3%
Q3 2022$40,308,703
+911.2%
206,568
+921.0%
0.36%
+313.6%
Q2 2022$3,986,230
+1149.6%
20,232
+1469.6%
0.09%
+1157.1%
Q1 2022$319,000
-13.1%
1,2890.0%0.01%
-22.2%
Q4 2021$367,000
+62.4%
1,289
+56.6%
0.01%
+12.5%
Q1 2021$226,000
+882.6%
823
+868.2%
0.01%
+700.0%
Q4 2020$23,000
+27.8%
850.0%0.00%
-50.0%
Q3 2020$18,0000.0%85
-15.0%
0.00%0.0%
Q3 2019$18,000
-5.3%
1000.0%0.00%0.0%
Q2 2019$19,000
+5.6%
1000.0%0.00%0.0%
Q1 2019$18,000
+20.0%
1000.0%0.00%
-50.0%
Q4 2018$15,000
+150.0%
100
+150.0%
0.00%
+33.3%
Q1 2017$6,000400.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
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