Geneos Wealth Management Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 745 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.68 and the average weighting 0.5%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$855,254
+0.1%
3,993
+7.4%
0.04%
-2.2%
Q2 2023$854,386
+12.1%
3,719
+5.6%
0.04%
-2.2%
Q1 2023$761,876
+36.7%
3,521
+26.7%
0.05%
+35.3%
Q4 2022$557,401
-6.2%
2,780
-8.8%
0.03%
-17.1%
Q3 2022$594,000
-1.0%
3,047
+1.2%
0.04%
+36.7%
Q2 2022$600,000
-32.0%
3,010
-15.4%
0.03%
-21.1%
Q1 2022$883,000
-7.0%
3,559
+5.6%
0.04%
+5.6%
Q4 2021$949,000
-17.8%
3,370
-17.3%
0.04%
-18.2%
Q3 2021$1,154,000
-9.1%
4,073
-6.9%
0.04%
-10.2%
Q2 2021$1,269,000
-38.0%
4,373
-39.2%
0.05%
-14.0%
Q1 2021$2,047,000
+71.3%
7,194
-2.3%
0.06%
+18.8%
Q4 2020$1,195,000
+130.7%
7,363
+198.9%
0.05%
+77.8%
Q3 2020$518,000
+12.1%
2,463
+3.5%
0.03%
+3.8%
Q2 2020$462,000
+33.9%
2,380
+2.3%
0.03%
+13.0%
Q1 2020$345,000
-23.8%
2,326
+2.1%
0.02%
-4.2%
Q4 2019$453,000
+31.3%
2,279
+19.4%
0.02%
+14.3%
Q3 2019$345,000
-11.3%
1,908
-8.8%
0.02%
-12.5%
Q2 2019$389,000
+40.4%
2,093
+35.4%
0.02%
+33.3%
Q1 2019$277,000
+33.2%
1,546
+10.4%
0.02%
+20.0%
Q4 2018$208,000
-15.4%
1,400
+6.5%
0.02%
-6.2%
Q3 2018$246,000
+43.9%
1,315
+34.5%
0.02%
+23.1%
Q2 2018$171,000
+29.5%
978
+21.0%
0.01%
+8.3%
Q1 2018$132,000
+131.6%
808
+124.4%
0.01%
+140.0%
Q4 2017$57,000
+375.0%
360
+350.0%
0.01%
+400.0%
Q3 2017$12,000
+9.1%
800.0%0.00%0.0%
Q2 2017$11,0000.0%800.0%0.00%0.0%
Q1 2017$11,000
+10.0%
80
+2.6%
0.00%0.0%
Q4 2016$10,0000.0%780.0%0.00%0.0%
Q3 2016$10,000
+11.1%
780.0%0.00%0.0%
Q2 2016$9,0000.0%780.0%0.00%0.0%
Q1 2016$9,000780.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
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