Capital Square, LLC - 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
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 2022
NameSharesValueWeighting ↓
Jentner Corp 160,172$25,929,00022.78%
BALASA DINVERNO & FOLTZ LLC 624,600$100,467,00014.89%
Summit Financial Strategies, Inc. 117,734$18,937,0009.91%
BHK Investment Advisors, LLC 56,754$9,129,0007.70%
Corrigan Financial, Inc. 55,366$8,905,5457.47%
MATHER GROUP, LLC. 409,308$65,837,0007.32%
Towerpoint Wealth, LLC 27,803$4,472,0005.92%
INSPIRION WEALTH ADVISORS, LLC 71,836$11,555,0005.61%
Brickley Wealth Management 52,464$8,439,0004.48%
Mosaic Family Wealth, LLC 75,236$12,102,0004.40%
View complete list of VANGUARD INDEX FDS shareholders