Sound View Wealth Advisors Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 632 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.97 and the average weighting 0.5%.

Quarter-by-quarter ownership
Sound View Wealth Advisors Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$298,405
-4.1%
1,1930.0%0.03%
-6.1%
Q1 2024$311,039
+7.8%
1,1930.0%0.03%
+3.1%
Q4 2023$288,432
+11.9%
1,193
-0.8%
0.03%0.0%
Q3 2023$257,680
-6.0%
1,203
+0.8%
0.03%
-11.1%
Q2 2023$274,080
+6.2%
1,1930.0%0.04%
+2.9%
Q1 2023$258,177
-10.5%
1,1930.0%0.04%
+9.4%
Q4 2022$288,432
+23.8%
1,1930.0%0.03%
-38.5%
Q3 2022$233,000
-0.9%
1,1930.0%0.05%
+6.1%
Q2 2022$235,000
-20.6%
1,1930.0%0.05%
-12.5%
Q1 2022$296,000
-11.9%
1,1930.0%0.06%
-12.5%
Q4 2021$336,000
+0.6%
1,1930.0%0.06%
-8.6%
Q3 2021$334,000
-3.5%
1,1930.0%0.07%
-4.1%
Q2 2021$346,000
+5.5%
1,1930.0%0.07%
-3.9%
Q1 2021$328,000
+2.8%
1,1930.0%0.08%
-2.6%
Q4 2020$319,000
+23.2%
1,193
-1.2%
0.08%
+14.7%
Q3 2020$259,000
+7.5%
1,2070.0%0.07%0.0%
Q2 2020$241,000
+20.5%
1,207
+19.9%
0.07%
+21.4%
Q4 2019$200,0001,0070.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Radnor Financial Advisors, LLC 140,946$39,114,00017.08%
Jentner Corp 76,026$20,880,00016.27%
BALASA DINVERNO & FOLTZ LLC 471,153$129,402,00010.38%
BHK Investment Advisors, LLC 73,207$19,595,0009.10%
CHOREO, LLC 430,021$118,105,0007.54%
INSPIRION WEALTH ADVISORS, LLC 90,568$24,875,0006.59%
American Financial Advisors, LLC 160,249$44,012,0006.54%
Bishop & Co Investment Management, LLC 44,823$12,311,0006.39%
AFFINITY WEALTH MANAGEMENT LLC 112,284$31,126,0006.36%
MCMILLION CAPITAL MANAGEMENT INC 38,796$10,655,0006.24%
View complete list of VANGUARD INDEX FDS shareholders