Lido Advisors, 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
Lido Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$398,095
+3.1%
1,859
+10.7%
0.00%0.0%
Q2 2023$386,014
-4.1%
1,680
-9.6%
0.00%
-25.0%
Q1 2023$402,361
+84.7%
1,859
+71.2%
0.00%
+33.3%
Q4 2022$217,853
-68.1%
1,086
-60.5%
0.00%
-62.5%
Q1 2022$682,000
+114.5%
2,751
+143.7%
0.01%
+166.7%
Q4 2021$318,0000.0%1,129
-0.6%
0.00%
-25.0%
Q3 2021$318,000
-5.1%
1,136
-1.7%
0.00%
-20.0%
Q2 2021$335,000
+27.4%
1,156
+20.8%
0.01%0.0%
Q1 2021$263,000
-1.1%
957
-46.0%
0.01%
-54.5%
Q1 2020$266,000
-36.4%
1,771
-15.7%
0.01%
-35.3%
Q4 2019$418,000
+54.2%
2,102
+41.2%
0.02%
+21.4%
Q3 2019$271,000
-14.8%
1,489
-12.9%
0.01%
-22.2%
Q2 2019$318,000
+23.7%
1,709
+19.3%
0.02%
+5.9%
Q1 2019$257,000
+21.8%
1,433
+1.9%
0.02%
-19.0%
Q4 2018$211,000
-19.8%
1,4060.0%0.02%
-19.2%
Q3 2018$263,0001,4060.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Jentner Corp 160,172$25,929,00022.78%
BALASA DINVERNO & FOLTZ LLC 624,600$100,467,00014.89%
Summit Financial Strategies, Inc. 117,734$18,937,0009.91%
BHK Investment Advisors, LLC 56,754$9,129,0007.70%
Corrigan Financial, Inc. 55,366$8,905,5457.47%
MATHER GROUP, LLC. 409,308$65,837,0007.32%
Towerpoint Wealth, LLC 27,803$4,472,0005.92%
INSPIRION WEALTH ADVISORS, LLC 71,836$11,555,0005.61%
Brickley Wealth Management 52,464$8,439,0004.48%
Mosaic Family Wealth, LLC 75,236$12,102,0004.40%
View complete list of VANGUARD INDEX FDS shareholders