BDO Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 819 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.5%.

Quarter-by-quarter ownership
BDO Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$114,135
+6.3%
497
+0.2%
0.01%0.0%
Q1 2023$107,331
+8.1%
496
+0.2%
0.01%
+8.3%
Q4 2022$99,304
+3.4%
495
+0.2%
0.01%
-7.7%
Q3 2022$96,000
-1.0%
494
+0.2%
0.01%
+8.3%
Q2 2022$97,000
-20.5%
493
+0.2%
0.01%
-7.7%
Q1 2022$122,000
-20.3%
492
-9.2%
0.01%
-18.8%
Q4 2021$153,000
+0.7%
5420.0%0.02%
-5.9%
Q3 2021$152,000
-3.2%
542
+0.2%
0.02%0.0%
Q2 2021$157,000
+5.4%
5410.0%0.02%
-5.6%
Q1 2021$149,000
+2.8%
5410.0%0.02%
-10.0%
Q4 2020$145,000
+25.0%
541
+0.4%
0.02%
+5.3%
Q3 2020$116,000
+7.4%
5390.0%0.02%0.0%
Q2 2020$108,000
+30.1%
539
-2.7%
0.02%
+11.8%
Q1 2020$83,000
-29.1%
554
-5.8%
0.02%
-43.3%
Q4 2019$117,000
+11.4%
588
+2.4%
0.03%
+11.1%
Q3 2019$105,000
-1.9%
574
+0.2%
0.03%
-6.9%
Q2 2019$107,000
+11.5%
573
+7.3%
0.03%
+3.6%
Q1 2019$96,000
+20.0%
5340.0%0.03%0.0%
Q4 2018$80,000
-20.0%
534
+0.4%
0.03%
-12.5%
Q3 2018$100,000
+6.4%
5320.0%0.03%0.0%
Q2 2018$94,000
+8.0%
532
+0.2%
0.03%
-3.0%
Q1 2018$87,000
+13.0%
531
+0.6%
0.03%
-2.9%
Q2 2017$77,0005280.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
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