Regal Investment Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 758 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 1.69 and the average weighting 0.5%.

Quarter-by-quarter ownership
Regal Investment Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$399,508
-8.1%
1,865
-1.4%
0.03%
-5.6%
Q2 2023$434,622
+7.9%
1,892
+1.6%
0.04%0.0%
Q1 2023$402,924
+7.9%
1,8620.0%0.04%0.0%
Q4 2022$373,434
+12.5%
1,862
+9.6%
0.04%
+2.9%
Q3 2022$332,000
-31.7%
1,699
-31.1%
0.04%
-31.4%
Q2 2022$486,000
-20.2%
2,466
+0.6%
0.05%
-8.9%
Q1 2022$609,000
-12.2%
2,452
-0.4%
0.06%
-8.2%
Q4 2021$694,000
+0.1%
2,462
-0.4%
0.06%
-9.0%
Q3 2021$693,000
+8.1%
2,473
+11.8%
0.07%
+4.7%
Q2 2021$641,000
+6.0%
2,211
-2.1%
0.06%
-5.9%
Q4 2020$605,000
+118.4%
2,259
+62.5%
0.07%
+33.3%
Q2 2020$277,000
+27.1%
1,390
+18.9%
0.05%
+21.4%
Q2 2019$218,000
+38.0%
1,169
+11.5%
0.04%
+20.0%
Q4 2018$158,000
+110.7%
1,048
+62.5%
0.04%
+84.2%
Q3 2015$75,000
-45.7%
645
-37.7%
0.02%
-48.6%
Q2 2015$138,000
-0.7%
1,035
-2.1%
0.04%
+8.8%
Q1 2015$139,000
+3.7%
1,057
-0.4%
0.03%
-5.6%
Q4 2014$134,000
+4.7%
1,0610.0%0.04%
-7.7%
Q3 2014$128,000
+17.4%
1,061
+24.5%
0.04%0.0%
Q2 2014$109,000
-33.9%
852
-36.0%
0.04%
-44.3%
Q1 2014$165,000
+75.5%
1,331
+74.0%
0.07%
+29.6%
Q4 2013$94,000
-5.1%
765
-11.3%
0.05%
-6.9%
Q3 2013$99,000
-39.6%
862
-46.0%
0.06%
-36.3%
Q2 2013$164,0001,5970.09%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Jentner Corp 148,492$27,815,00023.08%
BALASA DINVERNO & FOLTZ LLC 616,202$115,427,00012.97%
Summit Financial Strategies, Inc. 117,608$22,030,00010.04%
Q3 Asset Management 23,613$4,423,0008.54%
Wechter Feldman Wealth Management, Inc. 73,722$13,810,0008.44%
BHK Investment Advisors, LLC 55,425$10,382,0006.99%
Corrigan Financial, Inc. 50,700$9,497,2046.82%
INSPIRION WEALTH ADVISORS, LLC 78,512$14,707,0006.24%
Towerpoint Wealth, LLC 39,389$7,378,0006.13%
Mosaic Family Wealth, LLC 84,172$13,860,0005.67%
View complete list of VANGUARD INDEX FDS shareholders