Connecticut Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 711 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 5.99 and the average weighting 0.6%.

Quarter-by-quarter ownership
Connecticut Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,447,863
-7.7%
11,429
-1.0%
0.17%
-9.2%
Q2 2023$2,650,969
-32.2%
11,539
-36.1%
0.18%
-37.8%
Q1 2023$3,910,527
-17.0%
18,070
-23.1%
0.30%
-26.0%
Q4 2022$4,713,562
+2.6%
23,504
-0.2%
0.40%
-6.5%
Q3 2022$4,594,000
-4.5%
23,541
-3.6%
0.43%
+1.7%
Q2 2022$4,811,000
-22.8%
24,415
-2.8%
0.42%
-11.7%
Q1 2022$6,234,000
-15.7%
25,122
-4.2%
0.48%
-16.9%
Q4 2021$7,392,000
-1.3%
26,231
-1.8%
0.57%
-12.1%
Q3 2021$7,486,000
-5.8%
26,721
-2.5%
0.65%
-6.6%
Q2 2021$7,943,000
+25.7%
27,410
-6.8%
0.70%
+0.1%
Q3 2020$6,320,000
+31.1%
29,405
-8.3%
0.70%
-3.1%
Q1 2020$4,821,000
-31.7%
32,079
-9.7%
0.72%
-7.3%
Q4 2019$7,057,000
+7.4%
35,518
-1.6%
0.78%
-4.1%
Q3 2019$6,568,000
-0.4%
36,079
+1.8%
0.81%
-0.5%
Q2 2019$6,596,00035,4240.81%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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