Waldron Private Wealth LLC - 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
Waldron Private Wealth LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$23,201
-5.0%
108,326
+1.9%
1.20%
-1.1%
Q2 2023$24,428
-7.2%
106,331
-12.6%
1.22%
-4.8%
Q1 2023$26,321
+22.9%
121,627
+10.8%
1.28%
-3.8%
Q4 2022$21,416
-99.9%
109,7530.0%1.33%0.0%
Q3 2022$21,416,000
-0.1%
109,753
+0.9%
1.33%
+10.7%
Q2 2022$21,433,000
-31.3%
108,781
-13.5%
1.20%
-24.9%
Q1 2022$31,193,000
-7.8%
125,714
+4.7%
1.60%
-4.1%
Q4 2021$33,833,000
-0.2%
120,065
-0.7%
1.67%
-15.4%
Q3 2021$33,885,000
-10.0%
120,950
-6.9%
1.97%
-18.1%
Q2 2021$37,663,000
+0.3%
129,967
-4.9%
2.41%
-7.7%
Q1 2021$37,532,000
+1.8%
136,656
-0.8%
2.61%
-4.9%
Q4 2020$36,874,000
+15.2%
137,765
-7.5%
2.74%
+0.2%
Q3 2020$32,016,000
+7.6%
148,959
-0.0%
2.74%
+4.1%
Q2 2020$29,744,000
+40.0%
149,021
+5.4%
2.63%
+16.0%
Q1 2020$21,251,000
+135.2%
141,394
+210.9%
2.26%
+181.4%
Q4 2019$9,035,000
+27.2%
45,474
+16.5%
0.80%
+11.2%
Q3 2019$7,103,000
+2.6%
39,022
+5.1%
0.72%
-1.6%
Q2 2019$6,920,000
+15.6%
37,116
+11.5%
0.74%
+9.0%
Q1 2019$5,988,000
+36.2%
33,274
+13.9%
0.68%
+6.5%
Q4 2018$4,397,00029,2030.63%
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