Gladstone Institutional Advisory LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 711 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 5.99 and the average weighting 0.6%.

Quarter-by-quarter ownership
Gladstone Institutional Advisory LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,899,286
+7.8%
8,868
+15.6%
0.12%
+15.0%
Q2 2023$1,762,405
+203.8%
7,671
+186.1%
0.11%
+181.6%
Q1 2023$580,183
+3.0%
2,681
-4.6%
0.04%
-5.0%
Q4 2022$563,443
+116796.9%
2,810
+13.8%
0.04%
+5.3%
Q3 2022$482
-64.5%
2,469
-64.1%
0.04%
-64.5%
Q2 2022$1,356
+43.9%
6,880
+81.2%
0.11%
+67.2%
Q1 2022$942
+49.1%
3,796
+69.3%
0.06%
+30.6%
Q4 2021$632
+70.4%
2,242
+69.5%
0.05%
+36.1%
Q3 2021$371
+6.0%
1,323
+9.4%
0.04%
-14.3%
Q2 2021$350
+4.5%
1,209
-1.0%
0.04%
-19.2%
Q1 2021$335
+10.9%
1,221
+8.1%
0.05%
-13.3%
Q4 2020$302
+25.8%
1,129
+1.1%
0.06%
+5.3%
Q3 2020$240
-99.9%
1,117
-41.9%
0.06%
-39.4%
Q4 2019$382,000
-1.8%
1,921
-10.2%
0.09%
-5.1%
Q3 2019$389,000
-13.9%
2,139
-11.9%
0.10%
-28.3%
Q2 2019$452,000
-12.4%
2,429
-15.5%
0.14%
-27.0%
Q1 2019$516,000
+6.4%
2,873
-10.8%
0.19%
-33.0%
Q4 2018$485,0003,2220.28%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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