BHK Investment Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 786 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.37 and the average weighting 0.5%.

Quarter-by-quarter ownership
BHK Investment Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$20,356,945
-6.1%
95,046
+0.7%
9.36%
+0.9%
Q2 2023$21,676,624
+6.1%
94,353
-0.1%
9.28%
+3.9%
Q1 2023$20,436,218
+41.0%
94,433
+30.6%
8.93%
+9.5%
Q4 2022$14,498,889
-15.1%
72,299
-17.4%
8.16%
-4.9%
Q3 2022$17,075,000
-7.2%
87,507
-6.3%
8.57%
+3.7%
Q2 2022$18,396,000
-11.6%
93,368
+11.4%
8.27%
-4.9%
Q1 2022$20,800,000
-3.4%
83,827
+9.7%
8.70%
+2.4%
Q4 2021$21,531,000
+2.3%
76,407
+1.7%
8.49%
-2.0%
Q3 2021$21,042,000
-4.1%
75,109
-0.8%
8.67%
-3.3%
Q2 2021$21,938,000
+12.0%
75,702
+3.4%
8.96%
-1.5%
Q1 2021$19,595,0000.0%73,2070.0%9.10%
-0.5%
Q4 2020$19,595,000
+28.8%
73,207
+3.4%
9.14%
+6.8%
Q3 2020$15,217,000
+0.5%
70,800
-6.7%
8.56%
-4.3%
Q2 2020$15,145,000
+36.7%
75,875
+2.9%
8.95%
+13.4%
Q1 2020$11,083,000
-21.8%
73,738
+3.4%
7.89%
-2.2%
Q4 2019$14,165,000
+29.7%
71,288
+18.8%
8.07%
+28.0%
Q3 2019$10,921,000
-2.3%
59,991
-0.0%
6.31%
-0.7%
Q2 2019$11,173,000
+6.8%
60,004
+3.1%
6.35%
+0.1%
Q1 2019$10,464,000
+19.7%
58,224
+0.3%
6.35%
-3.4%
Q4 2018$8,745,000
-15.8%
58,073
+4.8%
6.57%
-5.9%
Q3 2018$10,382,000
+2.8%
55,425
-3.5%
6.99%
-0.6%
Q2 2018$10,101,000
+3.6%
57,458
-3.4%
7.03%
-2.4%
Q1 2018$9,753,000
+6.8%
59,490
+4.8%
7.20%
-6.6%
Q4 2017$9,129,00056,7547.70%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
BALASA DINVERNO & FOLTZ LLC 593,133$72,030,00012.10%
Summit Financial Strategies, Inc. 108,754$13,207,00010.28%
Corrigan Financial, Inc. 65,016$7,895,6008.36%
Arrow Investment Advisors, LLC 173,821$21,109,0005.54%
MCMILLION CAPITAL MANAGEMENT INC 47,800$5,805,0004.35%
FORTE CAPITAL LLC /ADV 85,430$10,375,0004.25%
IBBOTSON ASSOCIATES INC 54,000$6,558,0003.39%
INSPIRION WEALTH ADVISORS, LLC 35,564$4,319,0003.17%
Stratos Wealth Partners, LTD. 293,962$35,699,0002.98%
Asset Management Group, Inc. 49,088$5,961,0002.70%
View complete list of VANGUARD INDEX FDS shareholders