Capital Advisory Group Advisory Services, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 838 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.4%.

Quarter-by-quarter ownership
Capital Advisory Group Advisory Services, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2021$29,000
-19.4%
105
-14.6%
0.01%
-15.4%
Q2 2021$36,000
+5.9%
1230.0%0.01%0.0%
Q1 2021$34,000
-32.0%
123
-34.2%
0.01%
-38.1%
Q4 2020$50,000
+31.6%
187
+5.6%
0.02%
+5.0%
Q3 2020$38,000
+8.6%
1770.0%0.02%0.0%
Q2 2020$35,000
-18.6%
177
-39.4%
0.02%
-62.3%
Q1 2020$43,000
-93.9%
292
-91.7%
0.05%
-85.7%
Q4 2019$703,000
+35050.0%
3,537
+29375.0%
0.37%
+37000.0%
Q3 2019$2,000120.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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