Costello Asset Management, INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 955 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.85 and the average weighting 0.5%.

Quarter-by-quarter ownership
Costello Asset Management, INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$2,001
-4.1%
80.0%0.00%0.0%
Q1 2024$2,086
+7.9%
80.0%0.00%
-50.0%
Q4 2023$1,934
+12.9%
80.0%0.00%0.0%
Q3 2023$1,713
-6.8%
80.0%0.00%0.0%
Q2 2023$1,838
+6.2%
80.0%0.00%0.0%
Q1 2023$1,731
+7.9%
80.0%0.00%
+100.0%
Q4 2022$1,604
-19.8%
80.0%0.00%
-50.0%
Q3 2022$2,0000.0%80.0%0.00%0.0%
Q2 2022$2,000
-60.0%
8
-60.0%
0.00%
-33.3%
Q1 2022$5,000
-16.7%
200.0%0.00%
-25.0%
Q4 2021$6,0000.0%200.0%0.00%0.0%
Q3 2021$6,0000.0%200.0%0.00%0.0%
Q2 2021$6,000
+20.0%
200.0%0.00%
+33.3%
Q1 2021$5,0000.0%200.0%0.00%
-25.0%
Q4 2020$5,000
+25.0%
200.0%0.00%0.0%
Q3 2020$4,0000.0%200.0%0.00%0.0%
Q2 2020$4,000200.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
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