CCG WEALTH MANAGEMENT, 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
CCG WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$425,790
-6.8%
1,9880.0%0.28%
-2.8%
Q2 2023$456,723
+6.2%
1,9880.0%0.29%
+0.7%
Q1 2023$430,223
+7.9%
1,9880.0%0.28%
+29.0%
Q4 2022$398,674
+2.8%
1,9880.0%0.22%
-6.8%
Q3 2022$388,000
-1.0%
1,9880.0%0.24%
+7.2%
Q2 2022$392,000
-20.5%
1,9880.0%0.22%
-8.7%
Q1 2022$493,000
-12.0%
1,9880.0%0.24%
-17.1%
Q4 2021$560,000
+0.5%
1,9880.0%0.29%
-9.6%
Q3 2021$557,000
-3.3%
1,9880.0%0.32%
-27.9%
Q2 2021$576,000
+5.5%
1,9880.0%0.45%
-16.7%
Q1 2021$546,000
+2.6%
1,9880.0%0.54%
-4.1%
Q4 2020$532,000
+24.0%
1,988
-0.4%
0.56%
+39.6%
Q3 2020$429,000
+7.8%
1,9950.0%0.40%
+8.4%
Q2 2020$398,000
+11.8%
1,995
-15.8%
0.37%
+8.5%
Q1 2020$356,000
-36.9%
2,368
-16.5%
0.34%
-4.2%
Q4 2019$564,000
+9.3%
2,8360.0%0.36%
+1.4%
Q3 2019$516,000
-2.3%
2,8360.0%0.35%
-6.6%
Q2 2019$528,000
+0.4%
2,836
-3.1%
0.38%
-10.7%
Q1 2019$526,000
+37.7%
2,926
+15.2%
0.42%
+13.4%
Q4 2018$382,0002,5390.37%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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