Capital Asset Advisory Services 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
Capital Asset Advisory Services LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$25,0000.0%128
+3.2%
0.00%0.0%
Q2 2022$25,000
-21.9%
124
-3.1%
0.00%0.0%
Q1 2022$32,000
-71.2%
128
-67.5%
0.00%
-75.0%
Q4 2021$111,000
+101.8%
394
+101.0%
0.01%
+100.0%
Q3 2021$55,000
-19.1%
196
-16.9%
0.01%
-14.3%
Q2 2021$68,000
+13.3%
236
+7.8%
0.01%
-22.2%
Q1 2021$60,000
+1.7%
2190.0%0.01%
-10.0%
Q4 2020$59,000
-28.9%
219
-43.3%
0.01%
-41.2%
Q3 2020$83,000
+18.6%
386
+17.3%
0.02%
+13.3%
Q2 2020$70,000
-61.3%
329
-68.3%
0.02%
-68.8%
Q1 2020$181,000
-11.7%
1,038
+4.3%
0.05%0.0%
Q4 2019$205,000
-53.6%
995
-67.2%
0.05%
-83.1%
Q2 2017$442,000
-61.0%
3,038
-62.3%
0.28%
-65.3%
Q1 2017$1,133,000
+14.3%
8,057
+8.3%
0.82%
-2.6%
Q4 2016$991,0007,4420.84%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Jentner Corp 85,208$22,807,00022.41%
Radnor Financial Advisors, LLC 141,213$37,797,00017.56%
BALASA DINVERNO & FOLTZ LLC 503,793$134,845,00011.19%
Summit Financial Strategies, Inc. 114,096$30,539,00010.49%
BHK Investment Advisors, LLC 73,207$19,595,0009.14%
CHOREO, LLC 409,770$109,679,0007.77%
Mosaic Family Wealth, LLC 76,405$20,450,0006.83%
AFFINITY WEALTH MANAGEMENT LLC 112,643$32,175,0006.79%
Bishop & Co Investment Management, LLC 45,510$12,181,0006.73%
RFG HOLDINGS, INC. 38,149$10,211,0006.67%
View complete list of VANGUARD INDEX FDS shareholders