BerganKDV Wealth Management, LLC - 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
BerganKDV Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2023$35,925
-3.2%
166
-10.3%
0.00%0.0%
Q4 2022$37,100
+15.9%
185
+11.4%
0.00%0.0%
Q3 2022$32,000
-3.0%
1660.0%0.00%0.0%
Q2 2022$33,000
-19.5%
1660.0%0.00%0.0%
Q1 2022$41,000
-12.8%
1660.0%0.00%
-20.0%
Q4 2021$47,0000.0%1660.0%0.01%0.0%
Q3 2021$47,000
-2.1%
1660.0%0.01%
-16.7%
Q2 2021$48,000
+4.3%
1660.0%0.01%0.0%
Q1 2021$46,000
+4.5%
1660.0%0.01%0.0%
Q4 2020$44,000
+22.2%
1660.0%0.01%0.0%
Q3 2020$36,000
+9.1%
1660.0%0.01%0.0%
Q2 2020$33,000
+725.0%
166
+591.7%
0.01%
+500.0%
Q1 2020$4,000
-20.0%
240.0%0.00%0.0%
Q4 2019$5,000
+25.0%
240.0%0.00%0.0%
Q3 2019$4,0000.0%240.0%0.00%0.0%
Q2 2019$4,0000.0%240.0%0.00%0.0%
Q1 2019$4,0000.0%240.0%0.00%0.0%
Q4 2018$4,000240.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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