Frontier Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 711 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 5.99 and the average weighting 0.6%.

Quarter-by-quarter ownership
Frontier Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2022$378,000
-17.1%
1,9180.0%0.03%
+350.0%
Q1 2022$456,000
-12.6%
1,918
+3.6%
0.01%
-82.4%
Q4 2021$522,000
-6.8%
1,852
-7.4%
0.03%
-12.8%
Q3 2021$560,000
-3.4%
1,999
-0.1%
0.04%
-4.9%
Q2 2021$580,000
+5.5%
2,000
-0.1%
0.04%
-2.4%
Q1 2021$550,000
-1.4%
2,002
-3.9%
0.04%
-8.7%
Q4 2020$558,000
+23.5%
2,084
-1.0%
0.05%
+12.2%
Q3 2020$452,000
+1.8%
2,104
-5.4%
0.04%0.0%
Q2 2020$444,000
-16.2%
2,225
-36.9%
0.04%
-52.3%
Q1 2020$530,000
-51.4%
3,525
-35.7%
0.09%
-50.9%
Q4 2019$1,090,000
-8.6%
5,485
-16.2%
0.18%
-0.6%
Q3 2019$1,192,000
-4.7%
6,547
-2.5%
0.18%
-4.9%
Q2 2019$1,251,000
-2.3%
6,717
-5.7%
0.18%
+6.9%
Q1 2019$1,280,000
+0.9%
7,122
-15.4%
0.17%
-9.9%
Q4 2018$1,268,000
-24.9%
8,417
-6.6%
0.19%
+19.3%
Q3 2018$1,688,000
-0.6%
9,014
-6.6%
0.16%
-33.7%
Q2 2018$1,698,000
+0.6%
9,656
-6.2%
0.24%
+3.0%
Q1 2018$1,688,000
-3.1%
10,296
-4.9%
0.24%
-15.7%
Q4 2017$1,742,000
-0.1%
10,829
-5.1%
0.28%
+11.6%
Q3 2017$1,743,000
-2.7%
11,416
-7.1%
0.25%
-8.4%
Q2 2017$1,791,000
-11.8%
12,293
-14.8%
0.27%
-11.9%
Q1 2017$2,030,000
-8.4%
14,432
-13.3%
0.31%
-14.1%
Q4 2016$2,217,000
-13.1%
16,648
-14.0%
0.36%
-6.5%
Q3 2016$2,552,000
-13.3%
19,367
-18.5%
0.39%
-17.8%
Q2 2016$2,945,000
-3.9%
23,771
-7.7%
0.47%
+83.3%
Q1 2016$3,065,000
-6.7%
25,760
-4.8%
0.26%
-51.2%
Q4 2015$3,286,000
+0.6%
27,062
-2.4%
0.53%
+2.3%
Q3 2015$3,265,000
-15.1%
27,717
-3.3%
0.52%
-13.0%
Q2 2015$3,847,000
-1.3%
28,658
-3.1%
0.59%
-5.4%
Q1 2015$3,899,000
+1.5%
29,590
-3.0%
0.63%
-13.5%
Q4 2014$3,841,00030,4970.72%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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