Bogart Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 825 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.48 and the average weighting 0.5%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$233,935
+4.1%
1,092
+11.7%
0.01%0.0%
Q2 2023$224,740
+6.2%
9780.0%0.01%0.0%
Q1 2023$211,700
+35.6%
978
+25.7%
0.01%
+27.3%
Q4 2022$156,067
+940.4%
778
+897.4%
0.01%
+1000.0%
Q3 2022$15,0000.0%780.0%0.00%0.0%
Q2 2022$15,000
+400.0%
78
+550.0%
0.00%
Q1 2021$3,000
-99.6%
12
-99.5%
0.00%
-100.0%
Q4 2020$688,000
+22.6%
2,574
-1.4%
0.13%
+3.2%
Q3 2020$561,000
+56000.0%
2,611
+52120.0%
0.12%
Q4 2019$1,00050.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Jentner Corp 117,818$17,708,00023.18%
Radnor Financial Advisors, LLC 125,322$18,835,00016.01%
DWM Financial Group, Inc. 32,814$4,932,00010.84%
BALASA DINVERNO & FOLTZ LLC 544,919$81,901,00010.30%
Summit Financial Strategies, Inc. 119,655$17,984,0009.75%
BHK Investment Advisors, LLC 73,738$11,083,0007.89%
Mosaic Family Wealth, LLC 84,664$12,725,0006.45%
CHOREO, LLC 332,173$49,926,0006.14%
INSPIRION WEALTH ADVISORS, LLC 79,427$11,938,0005.89%
Bishop & Co Investment Management, LLC 42,325$8,410,0005.63%
View complete list of VANGUARD INDEX FDS shareholders