Arkadios Wealth Advisors - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 831 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.33 and the average weighting 0.5%.

Quarter-by-quarter ownership
Arkadios Wealth Advisors ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$200,661
-9.8%
937
-3.2%
0.02%
-26.9%
Q2 2023$222,383
-4.8%
968
-10.4%
0.03%
-7.1%
Q1 2023$233,643
+7.9%
1,080
+0.1%
0.03%
-3.4%
Q4 2022$216,446
+3.6%
1,079
+0.7%
0.03%
-9.4%
Q3 2022$209,000
+2.5%
1,072
+3.8%
0.03%
+6.7%
Q2 2022$204,000
-16.0%
1,033
+5.6%
0.03%
-6.2%
Q1 2022$243,000
-10.0%
978
+2.1%
0.03%
-11.1%
Q4 2021$270,000
-40.1%
958
-40.5%
0.04%
-44.6%
Q3 2021$451,000
-3.4%
1,6110.0%0.06%
+14.0%
Q2 2021$467,000
+5.7%
1,6110.0%0.06%
-21.9%
Q1 2021$442,000
+4.0%
1,611
+1.4%
0.07%
-18.0%
Q4 2020$425,000
-99.1%
1,588
+690.0%
0.09%
+287.0%
Q3 2020$46,424,000
-16.4%
201
-27.2%
0.02%
-25.8%
Q2 2020$55,518,000
-11.3%
276
-33.8%
0.03%
-22.5%
Q1 2020$62,603,000
-27.8%
417
+0.2%
0.04%
-23.1%
Q4 2019$86,741,0004160.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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