Beacon Pointe Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 825 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.48 and the average weighting 0.5%.

Quarter-by-quarter ownership
Beacon Pointe Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$13,434,792
+38.6%
62,726
+48.6%
0.17%
+5.7%
Q2 2023$9,695,895
-3.4%
42,204
-9.0%
0.16%
-7.6%
Q1 2023$10,034,104
+5.7%
46,366
-2.0%
0.17%
-7.1%
Q4 2022$9,490,367
+11.0%
47,325
+8.3%
0.18%
-3.7%
Q3 2022$8,548,000
-12.1%
43,716
-11.2%
0.19%
-6.8%
Q2 2022$9,720,000
-29.0%
49,242
-10.7%
0.20%
+9.0%
Q1 2022$13,685,000
+5.8%
55,153
+20.1%
0.19%
-44.2%
Q4 2021$12,939,000
-12.1%
45,917
-12.6%
0.34%
-7.2%
Q3 2021$14,718,000
-2.4%
52,536
+1.0%
0.36%
-32.0%
Q2 2021$15,074,000
+246.4%
52,017
+228.6%
0.53%
+100.0%
Q1 2021$4,352,000
+33.0%
15,831
+29.5%
0.27%
+19.2%
Q4 2020$3,272,000
+51.1%
12,227
+21.4%
0.22%
+7.2%
Q3 2020$2,166,000
-2.7%
10,072
-9.7%
0.21%
-6.3%
Q2 2020$2,227,000
+50.2%
11,159
+13.0%
0.22%
-5.5%
Q1 2020$1,483,000
-22.1%
9,873
+3.2%
0.24%
-60.0%
Q4 2019$1,903,000
+89.5%
9,570
+73.5%
0.59%
+35.9%
Q3 2019$1,004,000
-28.4%
5,516
-26.8%
0.43%
-15.2%
Q2 2019$1,403,000
+204.3%
7,532
+193.9%
0.51%
+196.0%
Q1 2019$461,0002,5630.17%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
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