Capital Square, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 711 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 5.99 and the average weighting 0.6%.

Quarter-by-quarter ownership
Capital Square, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2022$614,000
-12.8%
2,475
-5.9%
0.44%
-9.9%
Q4 2021$704,000
-4.7%
2,630
+0.8%
0.49%
-7.3%
Q3 2021$739,000
-0.5%
2,6100.0%0.52%
-4.4%
Q2 2021$743,000
+1.4%
2,6100.0%0.55%
+0.6%
Q1 2021$733,000
+3.8%
2,610
-1.1%
0.54%
-7.8%
Q4 2020$706,000
+24.5%
2,6400.0%0.59%
+0.5%
Q3 2020$567,000
+7.4%
2,640
-0.4%
0.59%
+4.1%
Q2 2020$528,000
+32.7%
2,6500.0%0.56%
+21.8%
Q1 2020$398,000
-22.7%
2,650
+2.1%
0.46%
-5.5%
Q4 2019$515,0002,5950.49%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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