Lenox Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 222 filers reported holding VANGUARD INDEX FDS in Q1 2014. The put-call ratio across all filers is 1.92 and the average weighting 0.5%.

Quarter-by-quarter ownership
Lenox Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2022$143,000
-14.9%
5960.0%0.02%
-10.0%
Q4 2021$168,000
+0.6%
5960.0%0.02%
-4.8%
Q3 2021$167,000
-3.5%
5960.0%0.02%
-4.5%
Q2 2021$173,000
+5.5%
5960.0%0.02%0.0%
Q1 2021$164,000
+2.5%
5960.0%0.02%
-4.3%
Q4 2020$160,000
+25.0%
5960.0%0.02%
+21.1%
Q3 2020$128,000
+7.6%
5960.0%0.02%0.0%
Q2 2020$119,000
+32.2%
5960.0%0.02%
+11.8%
Q1 2020$90,000
-23.7%
5960.0%0.02%
-5.6%
Q4 2019$118,000
+9.3%
5960.0%0.02%0.0%
Q3 2019$108,000
-2.7%
5960.0%0.02%
-5.3%
Q2 2019$111,000
+3.7%
5960.0%0.02%
-5.0%
Q1 2019$107,000
+18.9%
5960.0%0.02%
+5.3%
Q4 2018$90,000
-19.6%
596
-0.2%
0.02%
-17.4%
Q3 2018$112,000
+6.7%
5970.0%0.02%0.0%
Q2 2018$105,000
+7.1%
5970.0%0.02%0.0%
Q1 2018$98,000
+2.1%
5970.0%0.02%
-14.8%
Q4 2017$96,000
+300.0%
597
+201.5%
0.03%
+58.8%
Q4 2013$24,0001980.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2014
NameSharesValueWeighting ↓
Jentner Corp 96,232$19,208,00021.84%
Radnor Financial Advisors, LLC 146,624$29,266,00017.53%
BALASA DINVERNO & FOLTZ LLC 532,524$106,292,00011.79%
Summit Financial Strategies, Inc. 120,481$24,048,00010.69%
CABANA LLC 544,737$108,730,0009.99%
BHK Investment Advisors, LLC 75,875$15,145,0008.95%
Foundations Investment Advisors, LLC 462,492$93,206,0008.25%
CHOREO, LLC 361,514$72,158,0006.98%
Mosaic Family Wealth, LLC 81,771$16,322,0006.75%
INSPIRION WEALTH ADVISORS, LLC 79,457$15,860,0006.23%
View complete list of VANGUARD INDEX FDS shareholders