BerganKDV Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 711 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 5.99 and the average weighting 0.6%.

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 Q4 2020
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