EisnerAmper Wealth Management Corporate Benefits, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 786 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.37 and the average weighting 0.5%.

Quarter-by-quarter ownership
EisnerAmper Wealth Management Corporate Benefits, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$607
-57.7%
2,511
-62.5%
0.22%
-65.4%
Q3 2023$1,435
-78.3%
6,700
-76.7%
0.64%
-79.7%
Q2 2023$6,603
+2.7%
28,742
-3.2%
3.16%
+1.6%
Q1 2023$6,429
+91.6%
29,707
+77.6%
3.11%
+81.4%
Q4 2022$3,355
-99.9%
16,729
+4.0%
1.71%
-4.1%
Q3 2022$3,138,000
-1.7%
16,082
-0.7%
1.79%
+5.5%
Q2 2022$3,191,000
-16.6%
16,197
+5.0%
1.70%
-7.8%
Q1 2022$3,827,000
-3.3%
15,423
+9.8%
1.84%
+2.1%
Q4 2021$3,957,000
+2.4%
14,041
+1.8%
1.80%
-7.5%
Q3 2021$3,863,000
-14.1%
13,787
-11.1%
1.94%
-14.3%
Q2 2021$4,497,000
+8.3%
15,517
+2.6%
2.27%
+1.3%
Q1 2021$4,152,000
-0.8%
15,119
-3.3%
2.24%
-6.5%
Q4 2020$4,186,000
+24.8%
15,641
+0.2%
2.40%
+8.7%
Q3 2020$3,355,000
+2.7%
15,611
-4.6%
2.20%
-1.3%
Q2 2020$3,266,000
+35.7%
16,363
+2.2%
2.23%
+36.7%
Q1 2020$2,406,000
-21.6%
16,010
+3.7%
1.63%
-22.4%
Q4 2019$3,069,000
+6.3%
15,445
-2.6%
2.10%
+0.5%
Q3 2019$2,888,000
-1.4%
15,863
+0.8%
2.09%
-3.9%
Q2 2019$2,930,000
+2.4%
15,736
-1.2%
2.18%
+1.9%
Q1 2019$2,862,000
+24.1%
15,927
+4.0%
2.14%
+7.5%
Q4 2018$2,306,000
-16.8%
15,310
+3.5%
1.99%
-7.0%
Q3 2018$2,770,000
+8.1%
14,787
+1.5%
2.14%
+2.6%
Q2 2018$2,562,000
+8.1%
14,571
+0.8%
2.08%
+4.8%
Q1 2018$2,371,000
+2.0%
14,461
+0.1%
1.99%
+5.3%
Q4 2017$2,325,000
+1.7%
14,453
-3.5%
1.89%
-3.9%
Q3 2017$2,286,000
+4.3%
14,978
-0.4%
1.97%
+4.4%
Q2 2017$2,191,000
+2.7%
15,035
-0.9%
1.88%
+1.9%
Q1 2017$2,134,000
+20.2%
15,170
+13.8%
1.85%
+21.5%
Q4 2016$1,775,000
+2.2%
13,331
+0.7%
1.52%
+2.1%
Q3 2016$1,736,000
+8.4%
13,236
+2.5%
1.49%
+1.9%
Q2 2016$1,601,000
+7.0%
12,918
+2.7%
1.46%
+3.5%
Q1 2016$1,496,000
+3.0%
12,574
+5.1%
1.41%
-1.2%
Q4 2015$1,453,000
+9.2%
11,961
+6.0%
1.43%
+52.5%
Q3 2015$1,330,000
-6.3%
11,289
+6.7%
0.94%
-14.1%
Q2 2015$1,420,000
+278.7%
10,578
+272.2%
1.09%
+284.5%
Q1 2015$375,000
+5.0%
2,8420.0%0.28%
+0.4%
Q4 2014$357,0002,8420.28%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
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