Burleson & Company, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 743 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 2.11 and the average weighting 0.5%.

Quarter-by-quarter ownership
Burleson & Company, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2022$1,181,890
+2.8%
5,8940.0%0.30%
+19.4%
Q3 2022$1,150,000
-2.1%
5,894
-1.2%
0.25%
-3.1%
Q2 2022$1,175,000
-55.0%
5,963
-43.4%
0.26%
-39.1%
Q1 2022$2,614,000
+4.4%
10,534
+18.6%
0.42%
+15.1%
Q4 2021$2,503,000
-6.2%
8,882
-6.7%
0.36%
-8.1%
Q3 2021$2,668,000
-35.8%
9,524
-33.6%
0.40%
-34.7%
Q2 2021$4,154,000
-3.4%
14,336
-8.4%
0.61%
-13.3%
Q1 2021$4,299,000
+11.3%
15,653
+8.4%
0.70%
+4.3%
Q4 2020$3,864,000
+10.4%
14,436
-2.9%
0.67%
+1.1%
Q3 2020$3,500,000
+36.4%
14,866
+25.2%
0.66%
+18.4%
Q2 2020$2,566,000
+13.1%
11,872
-4.3%
0.56%
-5.2%
Q1 2020$2,268,000
+48.4%
12,409
+66.7%
0.59%
+38.1%
Q4 2019$1,528,000
+65.4%
7,445
+47.2%
0.43%
+32.9%
Q3 2019$924,000
+0.5%
5,057
+3.3%
0.32%
-16.8%
Q2 2019$919,000
+16.8%
4,896
+16.6%
0.39%
+15.9%
Q1 2019$787,000
+57.4%
4,200
+49.3%
0.33%
+29.5%
Q4 2018$500,000
+20.5%
2,813
+9.5%
0.26%
+11.2%
Q3 2018$415,000
-3.3%
2,569
+5.4%
0.23%
-7.2%
Q2 2018$429,000
+18.2%
2,438
+10.0%
0.25%
+5.5%
Q1 2018$363,000
+25.6%
2,216
+23.5%
0.24%
+27.4%
Q4 2017$289,0001,7940.19%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
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