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 881 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.17 and the average weighting 0.5%.

Quarter-by-quarter ownership
Sound View Wealth Advisors Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
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
+10.8%
1,1930.0%0.04%
-32.7%
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 Q4 2021
NameSharesValueWeighting ↓
BALASA DINVERNO & FOLTZ LLC 593,133$72,030,00012.10%
Summit Financial Strategies, Inc. 108,754$13,207,00010.28%
Corrigan Financial, Inc. 65,016$7,895,6008.36%
Arrow Investment Advisors, LLC 173,821$21,109,0005.54%
MCMILLION CAPITAL MANAGEMENT INC 47,800$5,805,0004.35%
FORTE CAPITAL LLC /ADV 85,430$10,375,0004.25%
IBBOTSON ASSOCIATES INC 54,000$6,558,0003.39%
INSPIRION WEALTH ADVISORS, LLC 35,564$4,319,0003.17%
Stratos Wealth Partners, LTD. 293,962$35,699,0002.98%
Asset Management Group, Inc. 49,088$5,961,0002.70%
View complete list of VANGUARD INDEX FDS shareholders