Triumph Capital Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 800 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
Triumph Capital Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$354,039
+10.5%
1,464
-2.1%
0.15%
+3.4%
Q3 2023$320,264
+32.9%
1,495
+42.5%
0.14%
+33.0%
Q2 2023$241,058
+5.7%
1,049
-0.5%
0.11%
-6.8%
Q1 2023$228,140
-10.5%
1,054
-17.1%
0.12%
-14.6%
Q4 2022$254,921
+14.8%
1,271
+11.9%
0.14%
+13.2%
Q3 2022$222,000
+909.1%
1,136
-94.6%
0.12%
+908.3%
Q2 2022$22,000
-92.6%
21,000
+1642.7%
0.01%
-90.7%
Q1 2022$299,0001,2050.13%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Jentner Corp 96,232$19,208,00021.84%
Radnor Financial Advisors, LLC 146,624$29,266,00017.53%
BALASA DINVERNO & FOLTZ LLC 532,524$106,292,00011.79%
Summit Financial Strategies, Inc. 120,481$24,048,00010.69%
CABANA LLC 544,737$108,730,0009.99%
BHK Investment Advisors, LLC 75,875$15,145,0008.95%
Foundations Investment Advisors, LLC 462,492$93,206,0008.25%
CHOREO, LLC 361,514$72,158,0006.98%
Mosaic Family Wealth, LLC 81,771$16,322,0006.75%
INSPIRION WEALTH ADVISORS, LLC 79,457$15,860,0006.23%
View complete list of VANGUARD INDEX FDS shareholders