Capital Square, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 745 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.68 and the average weighting 0.5%.

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 Q2 2021
NameSharesValueWeighting ↓
Jentner Corp 148,492$27,815,00023.08%
BALASA DINVERNO & FOLTZ LLC 616,202$115,427,00012.97%
Summit Financial Strategies, Inc. 117,608$22,030,00010.04%
Q3 Asset Management 23,613$4,423,0008.54%
Wechter Feldman Wealth Management, Inc. 73,722$13,810,0008.44%
BHK Investment Advisors, LLC 55,425$10,382,0006.99%
Corrigan Financial, Inc. 50,700$9,497,2046.82%
INSPIRION WEALTH ADVISORS, LLC 78,512$14,707,0006.24%
Towerpoint Wealth, LLC 39,389$7,378,0006.13%
Mosaic Family Wealth, LLC 84,172$13,860,0005.67%
View complete list of VANGUARD INDEX FDS shareholders