Curtis Advisory Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 776 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.90 and the average weighting 0.5%.

Quarter-by-quarter ownership
Curtis Advisory Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,377,820
-0.6%
6,433
+6.6%
0.46%
+3.4%
Q2 2023$1,386,711
+37.7%
6,036
+29.7%
0.44%
+20.4%
Q1 2023$1,007,389
+14.1%
4,655
+5.7%
0.37%
+4.2%
Q4 2022$883,178
+19.2%
4,404
+16.0%
0.35%
+16.1%
Q3 2022$741,000
+8.0%
3,796
+9.0%
0.30%
+11.8%
Q2 2022$686,000
+4.4%
3,483
+31.5%
0.27%
+22.5%
Q1 2022$657,000
-27.8%
2,648
-18.0%
0.22%
-25.8%
Q4 2021$910,000
-46.6%
3,231
-46.8%
0.30%
-51.7%
Q3 2021$1,703,000
-2.0%
6,077
+1.4%
0.62%
-17.8%
Q2 2021$1,737,000
+9.2%
5,995
+3.5%
0.75%
+6.8%
Q1 2021$1,591,000
+7.6%
5,793
+4.8%
0.70%
-2.1%
Q4 2020$1,479,000
+43.7%
5,526
+15.4%
0.72%
+18.6%
Q3 2020$1,029,000
+18.5%
4,788
+10.1%
0.61%
-2.6%
Q2 2020$868,000
+140.4%
4,350
+139.4%
0.62%
+199.5%
Q4 2019$361,0001,8170.21%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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