Barrett Asset Management, 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
Barrett Asset Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2021$42,0000.0%1500.0%0.00%0.0%
Q3 2021$42,000
-2.3%
1500.0%0.00%0.0%
Q2 2021$43,000
+4.9%
1500.0%0.00%0.0%
Q1 2021$41,000
-43.1%
150
-50.0%
0.00%0.0%
Q4 2020$72,000
+125.0%
300
+100.0%
0.00%0.0%
Q3 2020$32,000
-46.7%
150
-50.0%
0.00%
-50.0%
Q2 2020$60,000
+33.3%
3000.0%0.00%0.0%
Q1 2020$45,000
-60.9%
300
-50.0%
0.00%0.0%
Q4 2019$115,000
+109.1%
600
+100.0%
0.00%0.0%
Q3 2019$55,000
-1.8%
3000.0%0.00%0.0%
Q2 2019$56,000
+3.7%
3000.0%0.00%0.0%
Q1 2019$54,000
+20.0%
3000.0%0.00%
+33.3%
Q4 2018$45,000
-19.6%
3000.0%0.00%
-25.0%
Q3 2018$56,000
+5.7%
3000.0%0.00%0.0%
Q2 2018$53,000
+8.2%
3000.0%0.00%
+33.3%
Q1 2018$49,000
+2.1%
3000.0%0.00%0.0%
Q4 2017$48,000
+4.3%
3000.0%0.00%0.0%
Q3 2017$46,000
+4.5%
3000.0%0.00%0.0%
Q2 2017$44,000
+4.8%
3000.0%0.00%0.0%
Q1 2017$42,000
+5.0%
3000.0%0.00%0.0%
Q4 2016$40,0000.0%3000.0%0.00%0.0%
Q3 2016$40,000
+8.1%
3000.0%0.00%0.0%
Q2 2016$37,000
+2.8%
3000.0%0.00%0.0%
Q1 2016$36,0000.0%3000.0%0.00%0.0%
Q4 2015$36,000
+2.9%
3000.0%0.00%0.0%
Q3 2015$35,000
-12.5%
3000.0%0.00%0.0%
Q2 2015$40,0000.0%3000.0%0.00%0.0%
Q1 2015$40,000
+5.3%
3000.0%0.00%0.0%
Q4 2014$38,000
+5.6%
3000.0%0.00%0.0%
Q3 2014$36,000
-5.3%
3000.0%0.00%0.0%
Q2 2014$38,000
+2.7%
3000.0%0.00%0.0%
Q1 2014$37,0000.0%3000.0%0.00%0.0%
Q4 2013$37,000
+8.8%
3000.0%0.00%0.0%
Q3 2013$34,000
+9.7%
3000.0%0.00%0.0%
Q2 2013$31,0003000.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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