INSPIRION WEALTH ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 881 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.17 and the average weighting 0.5%.

Quarter-by-quarter ownership
INSPIRION WEALTH ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$22,499,238
-6.0%
105,048
+0.8%
4.39%
-4.3%
Q2 2023$23,933,811
+8.2%
104,178
+1.9%
4.59%
+3.4%
Q1 2023$22,121,684
+3.3%
102,221
-4.3%
4.44%
-2.2%
Q4 2022$21,416,322
-1.0%
106,793
-3.6%
4.54%
-7.0%
Q3 2022$21,625,000
-0.4%
110,825
+0.5%
4.88%
+2.3%
Q2 2022$21,722,000
-19.5%
110,249
+1.3%
4.77%
-13.7%
Q1 2022$26,992,000
-3.2%
108,783
+9.9%
5.52%
-6.0%
Q4 2021$27,895,000
+2.4%
98,993
+1.8%
5.88%
-6.2%
Q3 2021$27,238,000
+0.1%
97,223
+3.6%
6.27%
-6.5%
Q2 2021$27,203,000
+9.4%
93,873
+3.6%
6.70%
+1.7%
Q1 2021$24,875,000
+5.5%
90,568
+2.8%
6.59%
-0.6%
Q4 2020$23,571,000
+25.9%
88,064
+1.1%
6.64%
+3.1%
Q3 2020$18,726,000
+18.1%
87,125
+9.7%
6.44%
+3.3%
Q2 2020$15,860,000
+32.9%
79,457
+0.0%
6.23%
+5.7%
Q1 2020$11,938,000
-22.8%
79,427
+2.0%
5.89%
+12.8%
Q4 2019$15,468,000
+9.8%
77,846
+0.6%
5.22%
-15.4%
Q3 2019$14,084,000
-3.8%
77,370
-1.6%
6.17%
-2.4%
Q2 2019$14,636,000
+4.8%
78,602
+1.2%
6.32%
+2.2%
Q1 2019$13,961,000
+26.0%
77,679
+5.6%
6.18%
+11.8%
Q4 2018$11,078,000
-24.7%
73,566
-6.3%
5.53%
-11.3%
Q3 2018$14,707,000
+5.9%
78,512
-0.6%
6.24%
-4.7%
Q2 2018$13,888,000
+11.4%
78,997
+3.9%
6.54%
+7.4%
Q1 2018$12,468,000
+7.9%
76,047
+5.9%
6.09%
+8.6%
Q4 2017$11,555,000
+5.7%
71,836
+0.3%
5.61%
+1.2%
Q3 2017$10,928,000
+7.0%
71,594
+2.2%
5.54%0.0%
Q2 2017$10,209,000
+10.3%
70,056
+6.4%
5.54%
+5.8%
Q1 2017$9,259,000
+58.2%
65,818
+49.7%
5.24%
+41.1%
Q4 2016$5,853,000
+7.7%
43,963
+6.6%
3.71%
+5.3%
Q3 2016$5,435,000
+12.1%
41,241
+5.4%
3.52%
+11.3%
Q2 2016$4,847,000
+8.1%
39,122
+3.8%
3.17%
+0.8%
Q1 2016$4,484,000
+3.8%
37,679
+5.9%
3.14%
-0.8%
Q4 2015$4,319,000
+4.3%
35,564
+1.1%
3.17%
-3.1%
Q3 2015$4,141,000
-7.2%
35,162
+5.8%
3.27%
-0.9%
Q2 2015$4,462,000
+11.6%
33,237
+9.6%
3.30%
+2.6%
Q1 2015$3,997,000
+48.3%
30,331
+41.7%
3.22%
+28.8%
Q4 2014$2,695,00021,4022.50%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Jentner Corp 117,818$17,708,00023.18%
Radnor Financial Advisors, LLC 125,322$18,835,00016.01%
DWM Financial Group, Inc. 32,814$4,932,00010.84%
BALASA DINVERNO & FOLTZ LLC 544,919$81,901,00010.30%
Summit Financial Strategies, Inc. 119,655$17,984,0009.75%
BHK Investment Advisors, LLC 73,738$11,083,0007.89%
Mosaic Family Wealth, LLC 84,664$12,725,0006.45%
CHOREO, LLC 332,173$49,926,0006.14%
INSPIRION WEALTH ADVISORS, LLC 79,427$11,938,0005.89%
Bishop & Co Investment Management, LLC 42,325$8,410,0005.63%
View complete list of VANGUARD INDEX FDS shareholders