Summit Trail Advisors, 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
Summit Trail Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$551,000
-47.0%
2,826
-46.5%
0.03%
-53.1%
Q2 2022$1,040,000
-19.4%
5,280
+1.6%
0.06%
-38.5%
Q1 2022$1,290,000
-11.9%
5,1980.0%0.10%
+10.6%
Q4 2021$1,465,000
+3.6%
5,198
+3.0%
0.09%
-11.3%
Q3 2021$1,414,000
-6.7%
5,047
-3.5%
0.11%
-20.3%
Q2 2021$1,515,000
+5.5%
5,2280.0%0.13%
-14.2%
Q1 2021$1,436,000
+2.6%
5,2280.0%0.16%
-11.9%
Q4 2020$1,399,000
+13.7%
5,2280.0%0.18%
-26.1%
Q3 2020$1,230,000
+28.5%
5,228
+9.0%
0.24%
+33.0%
Q2 2020$957,0004,7970.18%
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