Dynamic Advisor Solutions LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 27 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

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 2023
NameSharesValueWeighting ↓
Bromfield Sneider Wealth Advisors 56,692$13,706,3149.28%
FC Advisory LLC 40,734$9,848,1713.81%
Dentgroup LLC 8,868$2,144,0841.90%
Curbstone Financial Management Corp 13,470$3,256,6420.74%
JUNCTURE WEALTH STRATEGIES, LLC 6,529$1,578,5160.72%
Harbour Capital Advisors, LLC 6,961$1,615,3000.44%
Richard P Slaughter Associates Inc 6,962$1,683,2020.42%
CHERRYDALE WEALTH MANAGEMENT, LLC 2,803$677,6050.35%
MASSMUTUAL TRUST CO FSB/ADV 39,644$9,584,7300.32%
WALLER FINANCIAL PLANNING GROUP, INC 3,507$848,0030.22%
View complete list of VANGUARD INDEX FDS shareholders