Gradient Investments LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 776 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.90 and the average weighting 0.5%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$246,105
+1.1%
1,149
+8.4%
0.01%0.0%
Q2 2023$243,524
+39.8%
1,060
+31.7%
0.01%
+20.0%
Q1 2023$174,210
+13.7%
805
+5.4%
0.01%0.0%
Q4 2022$153,213
-9.9%
764
-12.4%
0.01%0.0%
Q3 2022$170,000
+4.3%
872
+5.6%
0.01%0.0%
Q2 2022$163,000
+40.5%
826
+76.9%
0.01%
+66.7%
Q1 2022$116,000
-34.5%
467
-25.5%
0.00%
-25.0%
Q4 2021$177,000
+12.7%
627
+11.6%
0.00%0.0%
Q3 2021$157,000
+1.3%
562
+4.9%
0.00%
-20.0%
Q2 2021$155,000
-1.9%
536
-6.9%
0.01%0.0%
Q1 2021$158,000
+7800.0%
576
+7100.0%
0.01%
Q4 2020$2,0000.0%80.0%0.00%
Q3 2020$2,000
+100.0%
8
+166.7%
0.00%
Q2 2019$1,000
-93.3%
3
-96.4%
0.00%
-100.0%
Q1 2019$15,000
-11.8%
83
-27.8%
0.00%0.0%
Q4 2018$17,000
-22.7%
1150.0%0.00%0.0%
Q3 2018$22,000
+10.0%
115
+1.8%
0.00%0.0%
Q2 2018$20,000
-28.6%
113
-33.5%
0.00%
-50.0%
Q1 2018$28,000
+250.0%
170
+169.8%
0.00%
+100.0%
Q3 2016$8,000
+700.0%
63
+687.5%
0.00%
Q2 2015$1,0000.0%8
+14.3%
0.00%
Q1 2015$1,0000.0%7
-36.4%
0.00%
Q4 2014$1,000110.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Jentner Corp 160,172$25,929,00022.78%
BALASA DINVERNO & FOLTZ LLC 624,600$100,467,00014.89%
Summit Financial Strategies, Inc. 117,734$18,937,0009.91%
BHK Investment Advisors, LLC 56,754$9,129,0007.70%
Corrigan Financial, Inc. 55,366$8,905,5457.47%
MATHER GROUP, LLC. 409,308$65,837,0007.32%
Towerpoint Wealth, LLC 27,803$4,472,0005.92%
INSPIRION WEALTH ADVISORS, LLC 71,836$11,555,0005.61%
Brickley Wealth Management 52,464$8,439,0004.48%
Mosaic Family Wealth, LLC 75,236$12,102,0004.40%
View complete list of VANGUARD INDEX FDS shareholders