KESTRA PRIVATE WEALTH SERVICES, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 786 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.37 and the average weighting 0.5%.

Quarter-by-quarter ownership
KESTRA PRIVATE WEALTH SERVICES, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,633,551
+48.6%
7,627
+59.4%
0.05%
+34.2%
Q2 2023$1,099,536
+23.2%
4,786
+16.1%
0.04%
+5.6%
Q1 2023$892,347
+83.9%
4,123
+70.4%
0.04%
+44.0%
Q4 2022$485,271
+22.2%
2,420
+19.0%
0.02%
+8.7%
Q3 2022$397,000
-2.7%
2,034
-1.8%
0.02%0.0%
Q2 2022$408,000
-18.1%
2,071
+3.1%
0.02%
-8.0%
Q1 2022$498,000
-12.3%
2,008
-0.4%
0.02%
-7.4%
Q4 2021$568,000
+60.9%
2,017
+60.0%
0.03%
+35.0%
Q3 2021$353,000
+9.6%
1,261
+13.4%
0.02%0.0%
Q2 2021$322,0001,1120.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Jentner Corp 148,492$27,815,00023.08%
BALASA DINVERNO & FOLTZ LLC 616,202$115,427,00012.97%
Summit Financial Strategies, Inc. 117,608$22,030,00010.04%
Q3 Asset Management 23,613$4,423,0008.54%
Wechter Feldman Wealth Management, Inc. 73,722$13,810,0008.44%
BHK Investment Advisors, LLC 55,425$10,382,0006.99%
Corrigan Financial, Inc. 50,700$9,497,2046.82%
INSPIRION WEALTH ADVISORS, LLC 78,512$14,707,0006.24%
Towerpoint Wealth, LLC 39,389$7,378,0006.13%
Mosaic Family Wealth, LLC 84,172$13,860,0005.67%
View complete list of VANGUARD INDEX FDS shareholders