Klingman & Associates, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 955 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.85 and the average weighting 0.5%.

Quarter-by-quarter ownership
Klingman & Associates, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$345,430
-5.8%
1,381
-1.8%
0.02%
-8.0%
Q1 2024$366,834
+7.8%
1,4070.0%0.02%0.0%
Q4 2023$340,171
+12.9%
1,4070.0%0.02%
+4.2%
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 Q4 2023
NameSharesValueWeighting ↓
Jentner Corp 96,232$19,208,00021.84%
Radnor Financial Advisors, LLC 146,624$29,266,00017.53%
BALASA DINVERNO & FOLTZ LLC 532,524$106,292,00011.79%
Summit Financial Strategies, Inc. 120,481$24,048,00010.69%
CABANA LLC 544,737$108,730,0009.99%
BHK Investment Advisors, LLC 75,875$15,145,0008.95%
Foundations Investment Advisors, LLC 462,492$93,206,0008.25%
CHOREO, LLC 361,514$72,158,0006.98%
Mosaic Family Wealth, LLC 81,771$16,322,0006.75%
INSPIRION WEALTH ADVISORS, LLC 79,457$15,860,0006.23%
View complete list of VANGUARD INDEX FDS shareholders