Concord Wealth Partners - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 881 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.17 and the average weighting 0.5%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$89,956
-0.1%
420
+7.1%
0.02%0.0%
Q2 2023$90,058
+17.2%
392
+10.4%
0.02%
-13.6%
Q1 2023$76,826
+25.6%
355
+16.4%
0.02%
+22.2%
Q4 2022$61,165
-8.7%
305
-9.8%
0.02%0.0%
Q2 2022$67,000
-20.2%
3380.0%0.02%
-18.2%
Q1 2022$84,000
-15.2%
338
-4.2%
0.02%
-8.3%
Q4 2021$99,000
+1137.5%
353
+1117.2%
0.02%
+700.0%
Q3 2021$8,000
-69.2%
29
-67.4%
0.00%
-57.1%
Q2 2021$26,000
+4.0%
89
-2.2%
0.01%
-12.5%
Q1 2021$25,0000.0%91
-4.2%
0.01%
-57.9%
Q4 2020$25,000950.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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