Retirement Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 588 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 0.44 and the average weighting 0.5%.

Quarter-by-quarter ownership
Retirement Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$25
-80.0%
380.0%0.00%
Q2 2023$12538
-96.7%
0.00%
Q1 2023$01,1500.0%0.00%
Q4 2022$0
-100.0%
1,1500.0%0.00%
-100.0%
Q3 2022$1,0000.0%1,1500.0%0.00%
Q2 2022$1,000
-96.6%
1,150
-8.6%
0.00%
-100.0%
Q1 2022$29,000
-12.1%
1,2580.0%0.01%
-21.4%
Q4 2021$33,000
-2.9%
1,2580.0%0.01%
-12.5%
Q3 2021$34,000
+9.7%
1,258
+1064.8%
0.02%
+6.7%
Q2 2021$31,000
+3.3%
1080.0%0.02%
+7.1%
Q1 2021$30,000
+7.1%
1080.0%0.01%
+7.7%
Q4 2020$28,000
+21.7%
1080.0%0.01%0.0%
Q3 2020$23,000
+4.5%
1080.0%0.01%
-7.1%
Q2 2020$22,000
+4.8%
1080.0%0.01%0.0%
Q4 2019$21,0001080.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2019
NameSharesValueWeighting ↓
Jentner Corp 148,492$27,815,00023.08%
BALASA DINVERNO & FOLTZ LLC 616,202$115,427,00012.97%
Summit Financial Strategies, Inc. 117,608$22,030,00010.04%
Q3 Asset Management 23,613$4,423,0008.54%
Wechter Feldman Wealth Management, Inc. 73,722$13,810,0008.44%
BHK Investment Advisors, LLC 55,425$10,382,0006.99%
Corrigan Financial, Inc. 50,700$9,497,2046.82%
INSPIRION WEALTH ADVISORS, LLC 78,512$14,707,0006.24%
Towerpoint Wealth, LLC 39,389$7,378,0006.13%
Mosaic Family Wealth, LLC 84,172$13,860,0005.67%
View complete list of VANGUARD INDEX FDS shareholders