River Wealth Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 825 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.48 and the average weighting 0.5%.

Quarter-by-quarter ownership
River Wealth Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,946,883
-10.1%
23,097
-3.5%
0.88%
-5.1%
Q2 2023$5,499,765
+4.1%
23,939
-1.9%
0.93%
-2.9%
Q1 2023$5,283,368
+4.9%
24,414
-2.8%
0.96%
-1.0%
Q4 2022$5,038,449
-4.5%
25,124
-7.1%
0.97%
-14.6%
Q3 2022$5,276,000
-57.4%
27,041
-56.9%
1.14%
-50.1%
Q2 2022$12,374,000
-20.7%
62,801
-0.1%
2.28%
-8.5%
Q1 2022$15,598,000
-9.0%
62,862
+3.3%
2.49%
-6.3%
Q4 2021$17,150,000
+1.8%
60,862
+1.3%
2.66%
-7.8%
Q3 2021$16,839,000
-3.2%
60,103
+0.1%
2.88%
-5.3%
Q2 2021$17,402,000
+5.9%
60,050
+0.4%
3.04%
-1.2%
Q1 2021$16,426,000
+127.9%
59,806
+122.1%
3.08%
+97.8%
Q4 2020$7,208,000
+63.4%
26,930
+31.2%
1.56%
+35.4%
Q3 2020$4,411,000
+122.4%
20,523
+106.6%
1.15%
+91.2%
Q2 2020$1,983,000
+282.8%
9,934
+188.3%
0.60%
+190.8%
Q1 2020$518,000
-35.0%
3,446
-14.0%
0.21%
-23.0%
Q4 2019$797,000
+93.9%
4,009
+77.5%
0.27%
+73.5%
Q3 2019$411,000
+1.0%
2,258
+3.2%
0.16%
-2.5%
Q2 2019$407,000
+307.0%
2,188
+229.5%
0.16%
+261.4%
Q4 2018$100,000
-7.4%
664
+14.7%
0.04%
+10.0%
Q3 2018$108,000
+5.9%
5790.0%0.04%0.0%
Q2 2018$102,0005790.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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