Orion Portfolio Solutions, LLC - 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
Orion Portfolio Solutions, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$737,195
-12.0%
3,442
-5.6%
0.01%0.0%
Q2 2023$838,072
+3.9%
3,648
-2.1%
0.01%
-10.0%
Q1 2023$806,423
+122.9%
3,726
+106.5%
0.01%
-23.1%
Q4 2022$361,774
-7.9%
1,804
-10.4%
0.01%
-18.8%
Q3 2022$393,000
+22.4%
2,013
+23.5%
0.02%
+23.1%
Q2 2022$321,000
-34.8%
1,630
-17.8%
0.01%
-23.5%
Q1 2022$492,000
-12.9%
1,984
-0.9%
0.02%
-10.5%
Q4 2021$565,000
-19.6%
2,003
-20.2%
0.02%
-26.9%
Q3 2021$703,000
+0.3%
2,510
+3.7%
0.03%
-7.1%
Q2 2021$701,000
+36.9%
2,420
+29.8%
0.03%
+27.3%
Q1 2021$512,000
+642.0%
1,865
+442.2%
0.02%
+450.0%
Q2 2020$69,000
-38.4%
344
-53.9%
0.00%
-50.0%
Q1 2020$112,000
+107.4%
747
+176.7%
0.01%
+100.0%
Q4 2019$54,0002700.00%
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