Dynamic Advisor Solutions 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
Dynamic Advisor Solutions LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,053,244
-5.9%
4,918
+0.9%
0.05%
-13.8%
Q2 2023$1,119,528
+332.6%
4,873
+307.4%
0.06%
+286.7%
Q1 2023$258,766
+13.5%
1,196
+5.2%
0.02%
-6.2%
Q4 2022$227,919
-25.8%
1,137
-27.8%
0.02%
-30.4%
Q3 2022$307,000
+38.9%
1,574
+40.4%
0.02%
+35.3%
Q2 2022$221,000
-18.1%
1,121
+3.1%
0.02%
-10.5%
Q1 2022$270,000
-5.3%
1,087
+7.3%
0.02%
-5.0%
Q4 2021$285,000
+16.3%
1,013
-11.1%
0.02%
-28.6%
Q3 2020$245,0001,1390.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Jentner Corp 148,492$27,815,00023.08%
BALASA DINVERNO & FOLTZ LLC 616,202$115,427,00012.97%
Summit Financial Strategies, Inc. 117,608$22,030,00010.04%
Q3 Asset Management 23,613$4,423,0008.54%
Wechter Feldman Wealth Management, Inc. 73,722$13,810,0008.44%
BHK Investment Advisors, LLC 55,425$10,382,0006.99%
Corrigan Financial, Inc. 50,700$9,497,2046.82%
INSPIRION WEALTH ADVISORS, LLC 78,512$14,707,0006.24%
Towerpoint Wealth, LLC 39,389$7,378,0006.13%
Mosaic Family Wealth, LLC 84,172$13,860,0005.67%
View complete list of VANGUARD INDEX FDS shareholders