Key FInancial Inc - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 743 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 2.11 and the average weighting 0.5%.

Quarter-by-quarter ownership
Key FInancial Inc ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$511,248
-6.8%
2,3870.0%0.17%
-5.5%
Q2 2023$548,389
+6.2%
2,3870.0%0.18%
-3.2%
Q1 2023$516,571
+17.1%
2,387
+5.6%
0.19%
-9.6%
Q4 2022$441,189
+0.0%
2,2610.0%0.21%
+0.5%
Q3 2022$441,000
-2.2%
2,2610.0%0.21%
-15.2%
Q2 2022$451,000
-19.6%
2,2610.0%0.24%
-12.5%
Q1 2022$561,000
-11.9%
2,2610.0%0.28%
-12.5%
Q4 2021$637,000
+0.6%
2,2610.0%0.32%
-10.9%
Q3 2021$633,000
-2.2%
2,2610.0%0.36%
-1.1%
Q2 2021$647,000
+4.2%
2,2610.0%0.36%
-11.5%
Q1 2021$621,000
+2.6%
2,2610.0%0.41%
-9.1%
Q4 2020$605,000
+24.5%
2,2610.0%0.45%
-9.6%
Q3 2020$486,000
+9.5%
2,2610.0%0.50%
-2.2%
Q2 2020$444,000
+31.4%
2,261
+1.7%
0.51%
+46.7%
Q1 2020$338,000
-56.6%
2,223
-43.3%
0.35%
-52.5%
Q4 2019$779,0003,9220.73%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Jentner Corp 148,492$27,815,00023.08%
BALASA DINVERNO & FOLTZ LLC 616,202$115,427,00012.97%
Summit Financial Strategies, Inc. 117,608$22,030,00010.04%
Q3 Asset Management 23,613$4,423,0008.54%
Wechter Feldman Wealth Management, Inc. 73,722$13,810,0008.44%
BHK Investment Advisors, LLC 55,425$10,382,0006.99%
Corrigan Financial, Inc. 50,700$9,497,2046.82%
INSPIRION WEALTH ADVISORS, LLC 78,512$14,707,0006.24%
Towerpoint Wealth, LLC 39,389$7,378,0006.13%
Mosaic Family Wealth, LLC 84,172$13,860,0005.67%
View complete list of VANGUARD INDEX FDS shareholders