Edmonds Duncan Registered Investment Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 825 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.48 and the average weighting 0.5%.

Quarter-by-quarter ownership
Edmonds Duncan Registered Investment Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$8,894,126
+2.7%
41,526
+10.2%
2.50%
-4.0%
Q2 2023$8,657,153
+10.3%
37,682
+3.9%
2.60%
+7.1%
Q1 2023$7,851,691
+7.4%
36,282
-0.4%
2.43%
+1.9%
Q4 2022$7,308,342
-3.9%
36,443
-6.4%
2.38%
-11.3%
Q3 2022$7,601,000
-0.0%
38,953
+1.0%
2.69%
+3.1%
Q2 2022$7,602,000
-15.0%
38,585
+7.1%
2.61%
-0.1%
Q1 2022$8,941,000
+2.5%
36,032
+2.0%
2.61%
+13.7%
Q4 2021$8,726,000
-5.5%
35,310
+7.2%
2.30%
-18.2%
Q3 2021$9,230,000
+1.6%
32,944
+5.1%
2.81%
-0.6%
Q2 2021$9,082,000
+11.3%
31,341
+5.5%
2.82%
+4.5%
Q1 2021$8,159,000
-5.3%
29,707
+0.5%
2.70%
-5.9%
Q4 2020$8,619,000
+1.8%
29,561
-25.0%
2.88%
+62.9%
Q3 2020$8,466,000
+8.0%
39,390
+0.3%
1.76%
+3.7%
Q2 2020$7,838,000
+34.0%
39,272
+0.9%
1.70%
+14.5%
Q1 2020$5,848,00038,9141.49%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Jentner Corp 117,818$17,708,00023.18%
Radnor Financial Advisors, LLC 125,322$18,835,00016.01%
DWM Financial Group, Inc. 32,814$4,932,00010.84%
BALASA DINVERNO & FOLTZ LLC 544,919$81,901,00010.30%
Summit Financial Strategies, Inc. 119,655$17,984,0009.75%
BHK Investment Advisors, LLC 73,738$11,083,0007.89%
Mosaic Family Wealth, LLC 84,664$12,725,0006.45%
CHOREO, LLC 332,173$49,926,0006.14%
INSPIRION WEALTH ADVISORS, LLC 79,427$11,938,0005.89%
Bishop & Co Investment Management, LLC 42,325$8,410,0005.63%
View complete list of VANGUARD INDEX FDS shareholders