Waverly Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 838 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.4%.

Quarter-by-quarter ownership
Waverly Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,302,769
-18.6%
24,758
-12.7%
0.23%
-19.2%
Q2 2023$6,518,435
+0.2%
28,373
-5.6%
0.29%
-15.9%
Q1 2023$6,505,415
+5.2%
30,061
-2.5%
0.34%
-0.9%
Q4 2022$6,184,470
+12.4%
30,839
+9.4%
0.34%
-11.4%
Q3 2022$5,502,000
-2.4%
28,197
-1.4%
0.39%
-25.0%
Q2 2022$5,635,000
-12.4%
28,600
+10.4%
0.52%
-5.1%
Q1 2022$6,429,000
+6.0%
25,911
+4.5%
0.54%
+3.8%
Q4 2021$6,067,000
-9.3%
24,784
+11.4%
0.52%
-8.2%
Q3 2021$6,686,000
+11.6%
22,238
+5.1%
0.57%
+3.3%
Q2 2021$5,991,000
+10.8%
21,163
+5.8%
0.55%
+3.6%
Q1 2021$5,408,000
-7.8%
20,001
+2.3%
0.53%
-13.3%
Q4 2020$5,866,000
+43.4%
19,560
+3.6%
0.62%
+13.0%
Q3 2020$4,092,000
+0.1%
18,875
-0.3%
0.54%
+2.8%
Q2 2020$4,089,000
+40.4%
18,931
-2.3%
0.53%
+7.7%
Q1 2020$2,912,000
-16.8%
19,371
+13.4%
0.49%
+7.0%
Q4 2019$3,499,000
+18.1%
17,082
+5.0%
0.46%
+8.2%
Q3 2019$2,962,000
+6.2%
16,272
+8.6%
0.42%
+2.2%
Q2 2019$2,790,000
+7.1%
14,982
+3.4%
0.42%
+3.2%
Q1 2019$2,605,000
+21.7%
14,494
+2.0%
0.40%
+7.8%
Q4 2018$2,141,000
-13.5%
14,216
+7.6%
0.37%
+2.5%
Q3 2018$2,475,000
+9.7%
13,211
+2.9%
0.36%
+4.0%
Q2 2018$2,257,000
+9.9%
12,840
+2.5%
0.35%
+5.7%
Q1 2018$2,053,000
+2.8%
12,522
+0.8%
0.33%
+16.5%
Q4 2017$1,998,000
+16.2%
12,423
+10.3%
0.28%
-23.6%
Q3 2017$1,720,000
+25.1%
11,267
+19.5%
0.37%
+8.1%
Q2 2017$1,375,000
+16.7%
9,432
+12.6%
0.34%
+11.3%
Q1 2017$1,178,000
+20.9%
8,376
+14.5%
0.31%
-14.4%
Q4 2016$974,000
+13.7%
7,315
+12.5%
0.36%
+1.1%
Q3 2016$857,000
+15.8%
6,503
+8.9%
0.36%
+6.5%
Q2 2016$740,000
+25.0%
5,970
+20.0%
0.34%
-7.2%
Q1 2016$592,000
+73.1%
4,976
+76.7%
0.36%
+143.0%
Q4 2015$342,000
+140.8%
2,816
+133.7%
0.15%
+52.0%
Q3 2015$142,000
+84.4%
1,205
+108.8%
0.10%
+108.5%
Q2 2015$77,0005770.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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