StrategIQ Financial Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 758 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 1.69 and the average weighting 0.5%.

Quarter-by-quarter ownership
StrategIQ Financial Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$431,056
-6.8%
2,013
+0.0%
0.05%
-5.7%
Q2 2023$462,349
+10.5%
2,012
+4.1%
0.05%
+10.4%
Q1 2023$418,402
+12.3%
1,933
+4.0%
0.05%
+11.6%
Q4 2022$372,657
+3.8%
1,858
+0.9%
0.04%
-6.5%
Q3 2022$359,000
+1.4%
1,842
+2.6%
0.05%
+7.0%
Q2 2022$354,000
+5.7%
1,796
+32.9%
0.04%
+19.4%
Q1 2022$335,000
-3.5%
1,351
+9.7%
0.04%
+2.9%
Q4 2021$347,000
+33.5%
1,231
+32.9%
0.04%
-32.7%
Q3 2021$260,000
+17.1%
926
+20.9%
0.05%
+18.2%
Q2 2021$222,000
-2.2%
766
-7.3%
0.04%
-8.3%
Q1 2021$227,000
+12.4%
826
+9.3%
0.05%
+6.7%
Q4 2020$202,0007560.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Jentner Corp 148,492$27,815,00023.08%
BALASA DINVERNO & FOLTZ LLC 616,202$115,427,00012.97%
Summit Financial Strategies, Inc. 117,608$22,030,00010.04%
Q3 Asset Management 23,613$4,423,0008.54%
Wechter Feldman Wealth Management, Inc. 73,722$13,810,0008.44%
BHK Investment Advisors, LLC 55,425$10,382,0006.99%
Corrigan Financial, Inc. 50,700$9,497,2046.82%
INSPIRION WEALTH ADVISORS, LLC 78,512$14,707,0006.24%
Towerpoint Wealth, LLC 39,389$7,378,0006.13%
Mosaic Family Wealth, LLC 84,172$13,860,0005.67%
View complete list of VANGUARD INDEX FDS shareholders