Wealth Alliance - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 786 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.37 and the average weighting 0.5%.

Quarter-by-quarter ownership
Wealth Alliance ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$872,517
-2.6%
4,074
+4.5%
0.14%
+3.0%
Q2 2023$895,683
+12.5%
3,899
+6.0%
0.13%
+3.9%
Q1 2023$796,241
+13.3%
3,679
+5.0%
0.13%
+3.2%
Q4 2022$702,805
+8.1%
3,505
+5.3%
0.12%
-2.3%
Q3 2022$650,000
+16.3%
3,330
+17.3%
0.13%
+19.6%
Q2 2022$559,000
-14.4%
2,838
+7.8%
0.11%
-19.5%
Q1 2022$653,000
+8.1%
2,632
+22.8%
0.13%
+9.9%
Q4 2021$604,000
+10.8%
2,144
+10.2%
0.12%
-0.8%
Q3 2021$545,000
+12.8%
1,946
+16.7%
0.12%
+7.0%
Q2 2021$483,000
+34.9%
1,667
+27.9%
0.11%
+14.0%
Q1 2021$358,000
+18.2%
1,303
+15.1%
0.10%
+12.4%
Q4 2020$303,000
+23.2%
1,132
-1.3%
0.09%
+1.1%
Q3 2020$246,000
+14.4%
1,147
+6.6%
0.09%
+3.5%
Q2 2020$215,0001,0760.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Jentner Corp 96,232$19,208,00021.84%
Radnor Financial Advisors, LLC 146,624$29,266,00017.53%
BALASA DINVERNO & FOLTZ LLC 532,524$106,292,00011.79%
Summit Financial Strategies, Inc. 120,481$24,048,00010.69%
CABANA LLC 544,737$108,730,0009.99%
BHK Investment Advisors, LLC 75,875$15,145,0008.95%
Foundations Investment Advisors, LLC 462,492$93,206,0008.25%
CHOREO, LLC 361,514$72,158,0006.98%
Mosaic Family Wealth, LLC 81,771$16,322,0006.75%
INSPIRION WEALTH ADVISORS, LLC 79,457$15,860,0006.23%
View complete list of VANGUARD INDEX FDS shareholders