Concord Wealth Partners - 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
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 Q1 2022
NameSharesValueWeighting ↓
BALASA DINVERNO & FOLTZ LLC 593,133$72,030,00012.10%
Summit Financial Strategies, Inc. 108,754$13,207,00010.28%
Corrigan Financial, Inc. 65,016$7,895,6008.36%
Arrow Investment Advisors, LLC 173,821$21,109,0005.54%
MCMILLION CAPITAL MANAGEMENT INC 47,800$5,805,0004.35%
FORTE CAPITAL LLC /ADV 85,430$10,375,0004.25%
IBBOTSON ASSOCIATES INC 54,000$6,558,0003.39%
INSPIRION WEALTH ADVISORS, LLC 35,564$4,319,0003.17%
Stratos Wealth Partners, LTD. 293,962$35,699,0002.98%
Asset Management Group, Inc. 49,088$5,961,0002.70%
View complete list of VANGUARD INDEX FDS shareholders