BCS Wealth Management - 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
BCS Wealth Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2024$798
+7.8%
3,0590.0%0.26%
-6.2%
Q4 2023$740
+13.0%
3,0590.0%0.27%0.0%
Q3 2023$655
-2.2%
3,059
-1.3%
0.27%
-9.9%
Q1 2023$670
+10.4%
3,098
+2.3%
0.30%
+19.3%
Q4 2022$607
-99.9%
3,029
-1.0%
0.25%
-9.6%
Q3 2022$597,000
-1.0%
3,0590.0%0.28%
+4.9%
Q2 2022$603,000
-20.6%
3,0590.0%0.27%
-14.6%
Q1 2022$759,000
-13.7%
3,059
-1.9%
0.31%
-0.3%
Q4 2021$879,000
+0.6%
3,1190.0%0.32%
-15.1%
Q3 2021$874,000
+0.2%
3,119
-1.7%
0.37%
-10.4%
Q1 2021$872,000
+2.6%
3,1740.0%0.41%
-6.1%
Q4 2020$850,000
+24.6%
3,1740.0%0.44%
+14.2%
Q3 2020$682,000
+7.6%
3,1740.0%0.39%
+1.6%
Q2 2020$634,000
+41.8%
3,174
+6.7%
0.38%
+21.4%
Q1 2020$447,000
-24.4%
2,9740.0%0.31%
-20.6%
Q4 2019$591,0002,9740.39%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
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