Regent Peak Wealth Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 758 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 1.69 and the average weighting 0.5%.

Quarter-by-quarter ownership
Regent Peak Wealth Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$391,093
-7.2%
1,826
-0.5%
0.12%
-3.3%
Q2 2023$421,573
-8.2%
1,835
-13.5%
0.12%
-13.4%
Q1 2023$459,006
-3.4%
2,121
-10.5%
0.14%
-9.0%
Q4 2022$475,384
+12.4%
2,371
+9.4%
0.16%
+4.7%
Q3 2022$423,000
-2.1%
2,168
-1.3%
0.15%
+5.7%
Q2 2022$432,000
-20.7%
2,1970.0%0.14%
-9.6%
Q1 2022$545,000
-14.4%
2,197
-2.8%
0.16%
-9.8%
Q4 2021$637,000
+1.9%
2,261
+1.3%
0.17%
-3.4%
Q3 2021$625,000
-2.0%
2,2320.0%0.18%
+0.6%
Q2 2021$638,000
+4.9%
2,232
+0.7%
0.18%
-11.0%
Q1 2021$608,000
+2.4%
2,216
-0.2%
0.20%
+1.0%
Q4 2020$594,000
+25.3%
2,220
+0.6%
0.20%
-2.0%
Q3 2020$474,000
+3.5%
2,207
-3.8%
0.20%
-2.9%
Q2 2020$458,000
+15.4%
2,294
-13.2%
0.21%
-5.9%
Q1 2020$397,000
-36.8%
2,644
-16.4%
0.22%
-23.0%
Q4 2019$628,0003,1620.29%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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