Atria Investments, Inc - 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
Atria Investments, Inc ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,020,886
+7.8%
9,435
+15.7%
0.04%
+5.9%
Q2 2023$1,873,901
+3.7%
8,157
-2.3%
0.03%0.0%
Q1 2023$1,806,800
-14.5%
8,349
-20.7%
0.03%
-20.9%
Q4 2022$2,112,502
-4.5%
10,534
-7.0%
0.04%
-12.2%
Q3 2022$2,211,000
-45.2%
11,330
-44.7%
0.05%
-42.4%
Q2 2022$4,038,000
-36.6%
20,493
-20.2%
0.08%
-24.1%
Q1 2022$6,371,000
+26.0%
25,677
+43.0%
0.11%
+24.4%
Q4 2021$5,058,000
+5.3%
17,950
+4.7%
0.09%
+3.4%
Q3 2021$4,804,000
+107.0%
17,147
+114.1%
0.09%
+93.3%
Q2 2021$2,321,000
+15.1%
8,008
+9.1%
0.04%0.0%
Q1 2021$2,016,000
-24.4%
7,340
-26.3%
0.04%
-29.7%
Q4 2020$2,668,000
+28.5%
9,966
+3.1%
0.06%
+1.6%
Q3 2020$2,077,000
+12.9%
9,663
+4.8%
0.06%0.0%
Q2 2020$1,840,000
+212.9%
9,220
+211.7%
0.06%
+293.8%
Q4 2019$588,000
+57.2%
2,958
+44.1%
0.02%
+23.1%
Q3 2019$374,000
-6.5%
2,053
-6.6%
0.01%
-13.3%
Q2 2019$400,000
+25.0%
2,199
+23.7%
0.02%
+7.1%
Q1 2019$320,0001,7780.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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