Evanson Asset Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 831 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.33 and the average weighting 0.5%.

Quarter-by-quarter ownership
Evanson Asset Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$441,632
-31.6%
2,062
-26.6%
0.04%
-30.5%
Q2 2023$645,700
+28.3%
2,811
+20.9%
0.06%
+18.0%
Q1 2023$503,370
+8.0%
2,326
+0.0%
0.05%0.0%
Q4 2022$466,164
+2.9%
2,325
+0.1%
0.05%
-5.7%
Q3 2022$453,000
-0.9%
2,322
+0.1%
0.05%
+6.0%
Q2 2022$457,000
-24.0%
2,320
-4.2%
0.05%
-13.8%
Q1 2022$601,000
-9.2%
2,421
+3.0%
0.06%
-1.7%
Q4 2021$662,000
+68.4%
2,350
+74.2%
0.06%
+47.5%
Q3 2021$393,000
+0.5%
1,3490.0%0.04%
-2.4%
Q2 2021$391,000
-1.8%
1,349
-6.8%
0.04%
-30.5%
Q1 2021$398,000
-21.7%
1,448
-23.7%
0.06%
-27.2%
Q4 2020$508,000
+67.1%
1,897
+34.0%
0.08%
+47.3%
Q3 2020$304,000
+7.8%
1,416
+0.1%
0.06%
-1.8%
Q2 2020$282,000
+5.2%
1,415
-20.7%
0.06%
-12.5%
Q1 2020$268,000
-28.7%
1,785
-5.8%
0.06%
-13.5%
Q4 2019$376,000
+9.3%
1,894
+0.1%
0.07%
+4.2%
Q3 2019$344,000
-7.0%
1,892
-4.9%
0.07%
-5.3%
Q2 2019$370,000
+49.8%
1,989
+44.7%
0.08%
+47.1%
Q1 2019$247,000
+19.3%
1,3750.0%0.05%
+8.5%
Q4 2018$207,000
-49.0%
1,375
-36.6%
0.05%
-43.4%
Q3 2018$406,000
-7.9%
2,168
-13.7%
0.08%
-4.6%
Q2 2018$441,000
+7.3%
2,511
+0.1%
0.09%
+2.4%
Q1 2018$411,000
+2.0%
2,509
+0.1%
0.08%
+3.7%
Q4 2017$403,000
-10.8%
2,506
-15.4%
0.08%
-15.5%
Q3 2017$452,000
+43.9%
2,961
+37.2%
0.10%
+34.7%
Q2 2017$314,000
+3.6%
2,158
+0.2%
0.07%
-4.0%
Q1 2017$303,000
+5.9%
2,154
+0.2%
0.08%
-6.2%
Q4 2016$286,000
+1.4%
2,149
+0.5%
0.08%0.0%
Q3 2016$282,000
+6.8%
2,139
+0.2%
0.08%0.0%
Q2 2016$264,000
+4.3%
2,134
+0.3%
0.08%
-8.0%
Q1 2016$253,000
-1.9%
2,128
+0.1%
0.09%
-7.4%
Q4 2015$258,000
-1.5%
2,125
-4.5%
0.09%
-4.1%
Q3 2015$262,000
-12.4%
2,2250.0%0.10%
-5.8%
Q2 2015$299,000
-9.9%
2,225
-11.7%
0.10%
-12.6%
Q1 2015$332,000
+23.9%
2,520
+14.9%
0.12%0.0%
Q4 2013$268,0002,1930.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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