TCI Wealth Advisors, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 881 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.17 and the average weighting 0.5%.

Quarter-by-quarter ownership
TCI Wealth Advisors, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,169,482
-6.7%
5,460
+0.1%
0.15%
-6.9%
Q2 2023$1,253,755
+6.9%
5,457
+0.7%
0.16%
+5.3%
Q1 2023$1,173,218
+7.9%
5,4210.0%0.15%
+1.3%
Q4 2022$1,087,182
+2.8%
5,4210.0%0.15%
-12.3%
Q3 2022$1,058,000
-1.6%
5,421
-0.7%
0.17%
+4.3%
Q2 2022$1,075,000
-20.6%
5,4580.0%0.16%
-19.2%
Q1 2022$1,354,000
-12.5%
5,458
-0.6%
0.20%
-11.4%
Q4 2021$1,548,000
-1.1%
5,493
-1.6%
0.23%
-4.2%
Q3 2021$1,565,000
-1.9%
5,584
+1.4%
0.24%
-11.5%
Q2 2021$1,596,000
+2.2%
5,509
-3.1%
0.27%
-59.2%
Q1 2021$1,561,000
+2.6%
5,6830.0%0.66%
-2.6%
Q4 2020$1,521,000
+24.3%
5,683
-0.2%
0.68%
+40.5%
Q3 2020$1,224,000
+7.0%
5,693
-0.7%
0.48%
-1.0%
Q2 2020$1,144,000
+32.6%
5,731
-0.2%
0.49%
+14.8%
Q1 2020$863,000
-61.5%
5,740
-49.2%
0.43%
-51.1%
Q4 2019$2,244,000
+114.7%
11,292
+96.7%
0.87%
+87.9%
Q3 2019$1,045,000
-2.2%
5,7400.0%0.46%
-3.7%
Q2 2019$1,069,000
+3.6%
5,7400.0%0.48%
+6.2%
Q1 2019$1,032,000
+18.9%
5,740
-0.4%
0.45%
+8.1%
Q4 2018$868,000
-19.3%
5,763
+0.4%
0.42%
-6.5%
Q3 2018$1,075,000
+5.5%
5,740
-0.9%
0.45%
-0.9%
Q2 2018$1,019,000
+6.1%
5,795
-1.0%
0.45%
+1.8%
Q1 2018$960,000
-4.9%
5,855
-6.6%
0.44%
+0.5%
Q4 2017$1,009,000
+19.1%
6,270
+12.9%
0.44%
+7.0%
Q3 2017$847,000
+4.7%
5,5520.0%0.41%
+0.2%
Q2 2017$809,000
+3.6%
5,5520.0%0.41%
+1.2%
Q1 2017$781,000
+5.5%
5,552
-0.1%
0.41%
+5.2%
Q4 2016$740,000
+1.1%
5,556
+0.1%
0.39%
-2.5%
Q3 2016$732,000
+6.4%
5,5520.0%0.40%
+4.2%
Q2 2016$688,000
+1.0%
5,552
-3.0%
0.38%
+1.3%
Q1 2016$681,000
+0.6%
5,721
+2.7%
0.38%0.0%
Q4 2015$677,000
+3.2%
5,5720.0%0.38%
-4.6%
Q3 2015$656,000
-12.3%
5,5720.0%0.40%
-7.7%
Q2 2015$748,000
+1.9%
5,5720.0%0.43%
-7.2%
Q1 2015$734,000
+4.6%
5,5720.0%0.46%
+6.2%
Q4 2014$702,000
+4.6%
5,5720.0%0.43%
+2.6%
Q3 2014$671,000
-5.5%
5,5720.0%0.42%
-0.9%
Q2 2014$710,000
+2.6%
5,5720.0%0.43%
-5.3%
Q1 2014$692,000
+1.6%
5,5720.0%0.45%
+5.6%
Q4 2013$681,0005,5720.0%0.43%
Q3 2013$0
-100.0%
5,572
-18.1%
0.00%
-100.0%
Q4 2012$605,0006,8000.73%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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