Concord Wealth Partners - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 825 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.48 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 2022
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