Chicago Partners Investment Group 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
Chicago Partners Investment Group LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,225,684
+2.7%
15,985
+18.7%
0.17%
+6.7%
Q2 2023$3,140,341
+16.9%
13,465
+8.4%
0.16%
+3.8%
Q1 2023$2,686,665
-4.3%
12,424
+1.6%
0.16%
-8.7%
Q4 2022$2,806,423
+17.6%
12,232
+3.2%
0.17%
+1.2%
Q3 2022$2,387,000
+1.4%
11,853
+10.8%
0.17%0.0%
Q2 2022$2,355,000
+28.5%
10,700
+18.9%
0.17%
+21.4%
Q1 2022$1,832,000
-16.2%
9,002
+0.3%
0.14%
-9.7%
Q4 2021$2,185,000
-18.9%
8,972
+0.1%
0.16%
-18.0%
Q3 2021$2,694,000
-47.1%
8,961
-50.0%
0.19%0.0%
Q2 2021$5,090,000
+105.6%
17,914
+111.3%
0.19%
-7.4%
Q1 2021$2,476,000
-8.1%
8,477
-9.3%
0.20%
-20.0%
Q4 2020$2,693,000
+28.8%
9,342
+0.2%
0.26%
+2.8%
Q3 2020$2,091,000
+7.2%
9,326
+0.1%
0.25%
+1.6%
Q2 2020$1,950,000
+28.5%
9,315
+1.5%
0.24%
+4.3%
Q1 2020$1,517,000
-3.7%
9,179
+20.2%
0.23%
+20.6%
Q4 2019$1,576,000
+12.6%
7,636
+0.2%
0.19%
-1.5%
Q3 2019$1,400,000
-2.6%
7,620
-0.2%
0.20%
-4.4%
Q2 2019$1,438,000
-11.3%
7,634
-14.3%
0.21%
-14.2%
Q1 2019$1,621,000
+13.0%
8,910
+0.1%
0.24%
+12.7%
Q4 2018$1,434,000
+1.8%
8,901
+1.4%
0.21%
+1.4%
Q3 2018$1,409,000
-4.1%
8,780
+5.0%
0.21%
-7.9%
Q2 2018$1,469,000
+20.2%
8,358
+12.2%
0.23%
+8.6%
Q1 2018$1,222,000
+2.0%
7,452
+0.0%
0.21%
+7.1%
Q4 2017$1,198,000
+5.6%
7,451
+0.3%
0.20%
+1.0%
Q3 2017$1,134,000
+903.5%
7,427
+810.2%
0.19%
+569.0%
Q2 2017$113,000
-76.6%
816
-76.2%
0.03%
-78.7%
Q1 2017$482,000
+5.9%
3,426
+0.2%
0.14%
-18.1%
Q4 2016$455,000
+1878.3%
3,419
+1864.9%
0.17%
+1744.4%
Q3 2016$23,000
+4.5%
1740.0%0.01%
-18.2%
Q2 2016$22,000
+4.8%
1740.0%0.01%0.0%
Q1 2016$21,0000.0%1740.0%0.01%
+10.0%
Q4 2015$21,000
+5.0%
1740.0%0.01%
-9.1%
Q3 2015$20,000
-13.0%
1740.0%0.01%
+10.0%
Q2 2015$23,0000.0%174
-4.4%
0.01%0.0%
Q1 2015$23,000
+4.5%
182
+4.6%
0.01%
+11.1%
Q4 2014$22,0001740.01%
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