Klingman & Associates, 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
Klingman & Associates, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$301,352
-6.8%
1,4070.0%0.02%
-7.7%
Q2 2023$323,245
+5.7%
1,407
-0.4%
0.03%0.0%
Q1 2023$305,788
+7.9%
1,4130.0%0.03%
+4.0%
Q4 2022$283,363
+3.0%
1,413
+0.4%
0.02%
-7.4%
Q3 2022$275,000
+11.8%
1,408
+12.8%
0.03%
+12.5%
Q2 2022$246,000
-20.6%
1,2480.0%0.02%
-7.7%
Q1 2022$310,000
-18.6%
1,248
-7.8%
0.03%
-21.2%
Q4 2021$381,000
+0.5%
1,3530.0%0.03%
-5.7%
Q3 2021$379,000
+13.5%
1,353
+17.4%
0.04%
+9.4%
Q2 2021$334,000
+5.0%
1,152
-0.4%
0.03%
-3.0%
Q1 2021$318,000
-9.1%
1,157
-11.5%
0.03%
-17.5%
Q4 2020$350,000
+24.6%
1,3080.0%0.04%
+5.3%
Q3 2020$281,000
-9.6%
1,308
-16.1%
0.04%
-20.8%
Q2 2020$311,000
+30.1%
1,559
-1.9%
0.05%
-2.0%
Q1 2020$239,000
-23.6%
1,589
+1.0%
0.05%
-3.9%
Q4 2019$313,0001,5740.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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