Valeo Financial Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 389 filers reported holding VANGUARD INDEX FDS in Q1 2018. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,467,223
+295.4%
6,850
+324.1%
0.07%
+294.1%
Q2 2023$371,062
+7.4%
1,615
+1.1%
0.02%0.0%
Q1 2023$345,547
-14.8%
1,597
-21.0%
0.02%
-22.7%
Q4 2022$405,591
+77.9%
2,022
+120.0%
0.02%
+83.3%
Q1 2022$228,000
-11.6%
919
+0.5%
0.01%
-14.3%
Q4 2021$258,000
+21.1%
914
+20.1%
0.01%
+16.7%
Q3 2021$213,000
-3.2%
761
+0.1%
0.01%
-7.7%
Q2 2021$220,000
+4.3%
760
-1.3%
0.01%
+30.0%
Q1 2021$211,000
+11.1%
770
+8.5%
0.01%0.0%
Q4 2020$190,000
+24.2%
7100.0%0.01%
-23.1%
Q3 2020$153,000
+7.0%
710
-0.6%
0.01%0.0%
Q2 2020$143,000
+18.2%
714
-4.4%
0.01%0.0%
Q1 2020$121,000
-14.8%
747
+4.6%
0.01%
-7.1%
Q4 2019$142,000
+9.2%
7140.0%0.01%0.0%
Q3 2019$130,000
-2.3%
7140.0%0.01%
-6.7%
Q2 2019$133,000
-5.0%
714
-8.1%
0.02%
-11.8%
Q1 2019$140,000
-9.7%
777
-24.4%
0.02%
-22.7%
Q4 2018$155,000
-3.1%
1,028
+6.9%
0.02%0.0%
Q3 2018$160,000
-11.6%
962
-3.9%
0.02%
-12.0%
Q2 2018$181,000
+101.1%
1,001
+82.0%
0.02%
+78.6%
Q1 2018$90,000
+42.9%
550
+39.9%
0.01%
+40.0%
Q4 2017$63,000
+61.5%
393
+52.9%
0.01%
+11.1%
Q3 2017$39,0002570.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2018
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