Beacon Financial Advisory LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 881 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.17 and the average weighting 0.5%.

Quarter-by-quarter ownership
Beacon Financial Advisory LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$578,289
-0.3%
1,626
+6.7%
0.32%
-4.2%
Q2 2023$580,178
+8.3%
1,524
+7.9%
0.33%
-2.1%
Q1 2023$535,618
+4.4%
1,412
+0.1%
0.34%
-7.4%
Q4 2022$512,829
-25.6%
1,410
-40.0%
0.37%
-25.3%
Q3 2022$689,000
+37.0%
2,350
-7.9%
0.49%
+71.7%
Q2 2022$503,000
-17.9%
2,552
+3.4%
0.29%
-2.4%
Q1 2022$613,000
-11.0%
2,469
+0.9%
0.29%
-7.9%
Q4 2021$689,000
-3.0%
2,447
-3.4%
0.32%
-13.8%
Q3 2021$710,000
+11.1%
2,533
+14.9%
0.37%
+7.6%
Q2 2021$639,000
+9.4%
2,205
+3.7%
0.34%
+2.7%
Q1 2021$584,000
-6.3%
2,126
-8.7%
0.33%
-17.5%
Q4 2020$623,000
+29.5%
2,328
+3.8%
0.40%
-3.1%
Q3 2020$481,000
+14.3%
2,242
+6.2%
0.42%
-8.7%
Q2 2020$421,000
+23.1%
2,112
-7.2%
0.46%
+5.3%
Q1 2020$342,000
-33.2%
2,277
-11.7%
0.44%
-0.7%
Q4 2019$512,0002,5790.44%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Jentner Corp 117,818$17,708,00023.18%
Radnor Financial Advisors, LLC 125,322$18,835,00016.01%
DWM Financial Group, Inc. 32,814$4,932,00010.84%
BALASA DINVERNO & FOLTZ LLC 544,919$81,901,00010.30%
Summit Financial Strategies, Inc. 119,655$17,984,0009.75%
BHK Investment Advisors, LLC 73,738$11,083,0007.89%
Mosaic Family Wealth, LLC 84,664$12,725,0006.45%
CHOREO, LLC 332,173$49,926,0006.14%
INSPIRION WEALTH ADVISORS, LLC 79,427$11,938,0005.89%
Bishop & Co Investment Management, LLC 42,325$8,410,0005.63%
View complete list of VANGUARD INDEX FDS shareholders