Retirement Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 838 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.4%.

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 Q3 2023
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