Financial Insights, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 838 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.4%.

Quarter-by-quarter ownership
Financial Insights, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$699,567
-58.1%
3,514
-54.4%
0.25%
-63.2%
Q1 2023$1,668,173
+259.8%
7,708
+233.4%
0.68%
+208.6%
Q4 2022$463,648
+4.2%
2,312
+1.4%
0.22%
-26.4%
Q3 2022$445,000
-3.7%
2,279
-2.8%
0.30%
-36.2%
Q2 2022$462,000
-44.3%
2,345
-29.8%
0.47%
-38.5%
Q1 2022$829,000
-7.9%
3,342
+4.7%
0.76%
-1.9%
Q4 2021$900,000
+5.6%
3,193
+5.0%
0.78%
-0.9%
Q3 2021$852,000
-90.0%
3,040
+3.5%
0.78%
+11.2%
Q2 2021$8,508,000
+955.6%
2,9360.0%0.70%
+18.5%
Q1 2021$806,000
+35.2%
2,936
+31.8%
0.60%
+28.8%
Q4 2020$596,000
+41.9%
2,228
+14.1%
0.46%
+29.1%
Q3 2020$420,000
+40.0%
1,952
+42.0%
0.36%
+34.6%
Q2 2020$300,000
+45.6%
1,375
+0.4%
0.27%
+22.6%
Q1 2020$206,0001,3690.22%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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