SRS Capital Advisors, Inc. - 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
SRS Capital Advisors, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,790,818
-3.8%
13,030
+3.2%
0.35%
-5.9%
Q2 2023$2,900,104
+0.0%
12,623
-5.8%
0.37%
-3.6%
Q1 2023$2,898,796
+7.7%
13,395
-0.2%
0.38%
+2.9%
Q4 2022$2,692,561
+5.5%
13,427
+2.7%
0.37%
-7.2%
Q3 2022$2,551,000
+8.1%
13,075
+9.2%
0.40%
+12.6%
Q2 2022$2,359,000
-14.0%
11,972
+8.3%
0.36%
-2.2%
Q1 2022$2,743,000
-9.2%
11,056
+3.1%
0.36%
-4.7%
Q4 2021$3,022,000
+1.9%
10,723
+1.2%
0.38%
-5.7%
Q3 2021$2,967,000
-52.4%
10,592
-50.7%
0.41%
-52.2%
Q2 2021$6,230,000
-23.2%
21,498
-29.1%
0.85%
-29.3%
Q4 2020$8,114,000
+95.8%
30,316
+57.2%
1.20%
+71.8%
Q3 2020$4,145,000
+123.0%
19,287
+107.1%
0.70%
+111.2%
Q2 2020$1,859,000
-34.4%
9,312
-50.6%
0.33%
-49.3%
Q1 2020$2,834,000
+155.5%
18,853
+237.8%
0.65%
+105.3%
Q4 2019$1,109,000
+11.9%
5,581
+2.6%
0.32%
+6.4%
Q3 2019$991,000
+3.9%
5,442
+6.2%
0.30%
-6.0%
Q2 2019$954,000
+24.5%
5,124
+0.7%
0.32%
+4.3%
Q4 2018$766,000
+10.5%
5,088
+37.6%
0.30%
+9.3%
Q3 2018$693,000
+9.0%
3,699
+2.2%
0.28%0.0%
Q2 2018$636,000
+15.2%
3,619
+7.4%
0.28%
-2.8%
Q1 2018$552,000
+24.3%
3,370
+21.8%
0.29%
+48.7%
Q4 2017$444,000
+25.4%
2,766
+19.2%
0.19%
+13.5%
Q3 2017$354,000
+38.3%
2,320
+32.1%
0.17%
+39.3%
Q2 2017$256,000
+14.3%
1,756
+10.2%
0.12%
+13.0%
Q1 2017$224,000
+1300.0%
1,593
+1205.7%
0.11%
+1250.0%
Q4 2016$16,0001220.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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