Arkadios Wealth Advisors - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 819 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.61 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 2023
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