XML Financial, 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
XML Financial, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$353,000
+45.3%
1,808
+46.9%
0.05%
-10.9%
Q2 2022$243,000
-20.3%
1,2310.0%0.06%
+52.8%
Q1 2022$305,000
-12.4%
1,231
-0.3%
0.04%
-14.3%
Q4 2021$348,000
+0.6%
1,2350.0%0.04%
-8.7%
Q3 2021$346,000
-3.4%
1,2350.0%0.05%
-41.8%
Q2 2021$358,000
+5.9%
1,235
+0.3%
0.08%
-3.7%
Q1 2021$338,000
+2.1%
1,231
-0.3%
0.08%
-4.7%
Q4 2020$331,000
+24.9%
1,235
+0.3%
0.09%
+3.6%
Q3 2020$265,000
+7.3%
1,231
-0.3%
0.08%
-3.5%
Q2 2020$247,000
+0.8%
1,235
+0.3%
0.09%
-3.4%
Q4 2019$245,0001,2310.09%
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