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 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