Summit Financial, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 831 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.33 and the average weighting 0.5%.

Quarter-by-quarter ownership
Summit Financial, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,233,458
+0.7%
5,759
+8.0%
0.09%
+2.2%
Q2 2023$1,224,434
+13.8%
5,330
+7.2%
0.09%
-5.3%
Q1 2023$1,075,883
+14.2%
4,972
+5.8%
0.09%
+5.6%
Q4 2022$942,247
-99.9%
4,699
+1.6%
0.09%
+3.5%
Q3 2022$902,664,000
-2.6%
4,626
-1.6%
0.09%
-1.1%
Q2 2022$926,538,000
-14.7%
4,703
+7.4%
0.09%
+2.4%
Q1 2022$1,086,486,000
-6.7%
4,379
+5.9%
0.08%
-4.5%
Q4 2021$1,164,834,000
+4.0%
4,134
+3.4%
0.09%
-7.3%
Q3 2021$1,120,420,000
+1.1%
3,999
+4.5%
0.10%
-12.7%
Q2 2021$1,108,769,000
+15.5%
3,826
+9.4%
0.11%
-13.4%
Q1 2021$960,176,000
+1.1%
3,496
-1.4%
0.13%
-4.5%
Q4 2020$949,390,000
+47.9%
3,547
+18.8%
0.13%
+25.5%
Q3 2020$641,781,000
+35.4%
2,986
+25.8%
0.11%
+26.2%
Q2 2020$473,850,0002,3740.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Jentner Corp 160,172$25,929,00022.78%
BALASA DINVERNO & FOLTZ LLC 624,600$100,467,00014.89%
Summit Financial Strategies, Inc. 117,734$18,937,0009.91%
BHK Investment Advisors, LLC 56,754$9,129,0007.70%
Corrigan Financial, Inc. 55,366$8,905,5457.47%
MATHER GROUP, LLC. 409,308$65,837,0007.32%
Towerpoint Wealth, LLC 27,803$4,472,0005.92%
INSPIRION WEALTH ADVISORS, LLC 71,836$11,555,0005.61%
Brickley Wealth Management 52,464$8,439,0004.48%
Mosaic Family Wealth, LLC 75,236$12,102,0004.40%
View complete list of VANGUARD INDEX FDS shareholders