Summit Financial Strategies, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 776 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.90 and the average weighting 0.5%.

Quarter-by-quarter ownership
Summit Financial Strategies, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$28,684,622
-6.9%
133,928
-0.2%
5.46%
-5.0%
Q2 2023$30,825,952
+6.1%
134,178
-0.1%
5.75%
+0.4%
Q1 2023$29,059,386
+10.0%
134,279
+1.9%
5.72%
+0.7%
Q4 2022$26,413,468
+3.6%
131,712
+0.8%
5.69%
-6.1%
Q3 2022$25,497,000
+2.0%
130,665
+3.0%
6.05%
+3.5%
Q2 2022$24,992,000
-19.7%
126,846
+1.2%
5.85%
-6.5%
Q1 2022$31,108,000
-12.3%
125,369
-0.5%
6.26%
-8.6%
Q4 2021$35,491,000
+1.4%
125,947
+0.8%
6.85%
+2.4%
Q3 2021$35,012,000
-1.9%
124,971
+1.4%
6.69%
-5.4%
Q2 2021$35,708,000
+16.9%
123,219
+8.0%
7.07%
-32.6%
Q4 2020$30,539,000
+20.1%
114,096
-3.5%
10.49%
+1.3%
Q3 2020$25,425,000
+5.7%
118,295
-1.8%
10.36%
-3.1%
Q2 2020$24,048,000
+33.7%
120,481
+0.7%
10.69%
+9.6%
Q1 2020$17,984,000
-18.6%
119,655
-1.4%
9.75%
-8.1%
Q3 2019$22,096,000
-1.6%
121,380
+0.7%
10.62%
-2.6%
Q2 2019$22,446,000
+5.8%
120,540
+2.1%
10.90%
+1.3%
Q1 2019$21,210,000
+20.0%
118,014
+0.5%
10.76%
+8.5%
Q4 2018$17,680,000
-19.7%
117,407
-0.2%
9.92%
-1.3%
Q3 2018$22,030,000
+6.0%
117,608
-0.5%
10.04%
-0.5%
Q2 2018$20,777,000
+6.2%
118,187
-1.0%
10.10%
-0.4%
Q1 2018$19,564,000
+3.3%
119,327
+1.4%
10.13%
+2.2%
Q4 2017$18,937,000
+6.3%
117,734
+0.9%
9.91%
-3.6%
Q3 2017$17,811,000
+6.0%
116,688
+1.2%
10.28%
+1.5%
Q2 2017$16,796,000
+6.3%
115,251
+2.6%
10.13%
-12.4%
Q1 2017$15,797,000
+5.8%
112,299
+0.1%
11.56%
+13.3%
Q4 2016$14,930,000
-0.5%
112,141
-1.6%
10.21%
-3.1%
Q3 2016$15,011,000
+7.3%
113,908
+0.9%
10.53%
+1.4%
Q2 2016$13,987,000
+5.0%
112,888
+0.8%
10.38%
+6.4%
Q1 2016$13,326,000
+0.9%
111,981
+3.0%
9.75%
-5.1%
Q4 2015$13,207,000
+1.6%
108,754
-1.5%
10.28%
-4.8%
Q3 2015$13,002,000
-10.8%
110,394
+1.6%
10.79%
-5.1%
Q2 2015$14,581,000
+1.2%
108,616
-0.6%
11.37%
-2.0%
Q1 2015$14,406,000
+6.8%
109,317
+2.0%
11.60%
+6.2%
Q4 2014$13,493,000107,13810.92%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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