Patriot Financial Group Insurance Agency, 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
Patriot Financial Group Insurance Agency, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2022$10,000
-37.5%
52
-17.5%
0.00%
-33.3%
Q1 2022$16,000
-81.0%
63
-78.8%
0.00%
-78.6%
Q4 2021$84,000
-4.5%
297
-5.1%
0.01%
-12.5%
Q3 2021$88,000
+76.0%
313
+80.9%
0.02%
+77.8%
Q2 2021$50,000
+138.1%
173
+130.7%
0.01%
+80.0%
Q1 2021$21,000
+110.0%
75
+102.7%
0.01%
+66.7%
Q4 2020$10,000
+42.9%
37
+8.8%
0.00%
+50.0%
Q3 2020$7,000
-46.2%
34
-48.5%
0.00%
-60.0%
Q2 2020$13,000
+85.7%
66
+40.4%
0.01%
+66.7%
Q1 2020$7,000
-22.2%
470.0%0.00%0.0%
Q4 2019$9,000
-64.0%
47
-66.2%
0.00%
-72.7%
Q3 2019$25,000
-10.7%
139
-5.4%
0.01%
-8.3%
Q2 2019$28,000
+211.1%
147
+188.2%
0.01%
+140.0%
Q1 2019$9,000
+350.0%
51
+240.0%
0.01%
+400.0%
Q4 2018$2,000
-33.3%
150.0%0.00%
-50.0%
Q3 2018$3,000
-90.6%
15
-93.7%
0.00%
-95.5%
Q4 2016$32,0002380.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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