GeoWealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 767 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
GeoWealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2021$108,000
-98.5%
378
-98.5%
0.01%
-98.4%
Q3 2021$7,000,000
+8233.3%
24,984
+7882.1%
0.58%
+4338.5%
Q4 2020$84,000
+21.7%
313
-3.1%
0.01%
-38.1%
Q3 2020$69,0003230.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Bromfield Sneider Wealth Advisors 53,956$15,204,00015.51%
Jentner Corp 81,506$22,968,00015.12%
Radnor Financial Advisors, LLC 149,728$42,192,00014.99%
BALASA DINVERNO & FOLTZ LLC 489,821$138,027,0008.89%
BHK Investment Advisors, LLC 76,407$21,531,0008.49%
Summit Financial Strategies, Inc. 125,947$35,491,0006.85%
Bishop & Co Investment Management, LLC 54,119$15,250,0006.31%
CHOREO, LLC 453,966$127,923,0006.25%
New Millennium Group LLC 28,200$7,946,0006.04%
Mosaic Family Wealth, LLC 82,054$23,122,0006.02%
View complete list of VANGUARD INDEX FDS shareholders