Arete Wealth Advisors, LLC - 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
Arete Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$723,635
+87826.5%
3,379
-5.7%
0.12%
+71.2%
Q2 2023$823
+22.5%
3,584
+15.5%
0.07%
+32.7%
Q1 2023$672
-100.0%
3,104
-1.3%
0.06%0.0%
Q4 2022$630,683,220
+100327.3%
3,145
-2.2%
0.06%
-9.8%
Q3 2022$628,000
+20.1%
3,217
+21.3%
0.06%
+15.1%
Q2 2022$523,000
-31.1%
2,653
-13.3%
0.05%
-17.2%
Q1 2022$759,000
-10.8%
3,059
+1.3%
0.06%
-12.3%
Q4 2021$851,000
+21.4%
3,021
+20.7%
0.07%
-5.2%
Q3 2021$701,000
-2.5%
2,503
-4.4%
0.08%
-16.3%
Q1 2021$719,000
-3.1%
2,619
-7.0%
0.09%
-12.4%
Q4 2020$742,000
+25.1%
2,817
+3.2%
0.10%
+18.0%
Q3 2020$593,000
+12.1%
2,729
+2.9%
0.09%
-3.3%
Q2 2020$529,0002,6520.09%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Jentner Corp 85,208$22,807,00022.41%
Radnor Financial Advisors, LLC 141,213$37,797,00017.56%
BALASA DINVERNO & FOLTZ LLC 503,793$134,845,00011.19%
Summit Financial Strategies, Inc. 114,096$30,539,00010.49%
BHK Investment Advisors, LLC 73,207$19,595,0009.14%
CHOREO, LLC 409,770$109,679,0007.77%
Mosaic Family Wealth, LLC 76,405$20,450,0006.83%
AFFINITY WEALTH MANAGEMENT LLC 112,643$32,175,0006.79%
Bishop & Co Investment Management, LLC 45,510$12,181,0006.73%
RFG HOLDINGS, INC. 38,149$10,211,0006.67%
View complete list of VANGUARD INDEX FDS shareholders