GREAT VALLEY ADVISOR GROUP, INC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 977 filers reported holding VANGUARD INDEX FDS in Q1 2024. The put-call ratio across all filers is 0.39 and the average weighting 0.4%.

Quarter-by-quarter ownership
GREAT VALLEY ADVISOR GROUP, INC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$4,554,236
-3.9%
18,207
+0.2%
0.13%
-11.8%
Q1 2024$4,738,794
-3.4%
18,176
-10.4%
0.14%
-16.3%
Q4 2023$4,904,822
+16.0%
20,288
+2.8%
0.17%
-1.7%
Q3 2023$4,228,107
-10.8%
19,743
-4.3%
0.18%
-12.1%
Q2 2023$4,739,330
+6.8%
20,628
+0.6%
0.20%
-3.9%
Q1 2023$4,436,417
+10.6%
20,501
+2.5%
0.21%
+1.0%
Q4 2022$4,010,494
+33.4%
19,999
+29.8%
0.20%
+22.0%
Q3 2022$3,007,000
+0.2%
15,410
+1.2%
0.17%
+1.8%
Q2 2022$3,001,000
-20.9%
15,233
+0.5%
0.16%
-25.3%
Q1 2022$3,795,000
-15.7%
15,163
-5.1%
0.22%
-20.5%
Q4 2021$4,500,000
+0.3%
15,976
-0.2%
0.28%
-10.0%
Q3 2021$4,486,000
-3.4%
16,013
-0.3%
0.31%
-9.9%
Q2 2021$4,642,000
+86.1%
16,067
+76.9%
0.34%
+42.9%
Q1 2021$2,494,000
-5.9%
9,080
-8.3%
0.24%
-12.4%
Q4 2020$2,650,000
+25.0%
9,898
+0.2%
0.27%
+5.4%
Q3 2020$2,120,000
+88.8%
9,874
+75.5%
0.26%
+41.3%
Q2 2020$1,123,000
+73.8%
5,625
+30.8%
0.18%
+7.6%
Q1 2020$646,000
-42.2%
4,299
-23.6%
0.17%
-31.3%
Q4 2019$1,118,000
+9.2%
5,626
+0.1%
0.25%
+0.8%
Q3 2019$1,024,000
-2.8%
5,622
-0.7%
0.25%
-6.8%
Q2 2019$1,054,000
+1.3%
5,662
-2.2%
0.26%
-19.9%
Q1 2019$1,040,000
-29.7%
5,789
-46.7%
0.33%
-40.1%
Q4 2018$1,480,00010,8550.55%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2024
NameSharesValueWeighting ↓
Bromfield Sneider Wealth Advisors 53,956$15,204,00015.51%
Jentner Corp 81,506$22,968,00015.12%
Radnor Financial Advisors, LLC 149,728$42,192,00014.99%
BALASA DINVERNO & FOLTZ LLC 489,821$138,027,0008.89%
BHK Investment Advisors, LLC 76,407$21,531,0008.49%
Summit Financial Strategies, Inc. 125,947$35,491,0006.85%
Bishop & Co Investment Management, LLC 54,119$15,250,0006.31%
CHOREO, LLC 453,966$127,923,0006.25%
New Millennium Group LLC 28,200$7,946,0006.04%
Mosaic Family Wealth, LLC 82,054$23,122,0006.02%
View complete list of VANGUARD INDEX FDS shareholders