BerganKDV Wealth Management, LLC - VANGUARD INDEX FDS ownership

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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%.

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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$4,000–24–0.00%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Jentner Corp 98,470$21,090,32313.11%
BHK Investment Advisors, LLC 95,046$20,356,9459.36%
Bromfield Sneider Wealth Advisors 57,033$12,215,2829.20%
SWAN Capital LLC 52,751$11,298,2099.01%
Vawter Financial, Ltd. 43,774$9,375,6058.42%
Summit Financial Strategies, Inc. 133,928$28,684,6225.46%
Brickley Wealth Management 94,657$20,273,6015.41%
Fee-Only Financial Planning, L.C. 31,174$6,676,8475.38%
Jacobsen Capital Management 45,583$9,763,0015.30%
American Financial Advisors, LLC 150,038$32,135,1815.06%
View complete list of VANGUARD INDEX FDS shareholders