Carl P. Sherr & Co., LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 842 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
Carl P. Sherr & Co., LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$717,176
-4.1%
2,8670.0%0.40%
-5.0%
Q1 2024$747,540
+6.4%
2,867
-1.3%
0.42%
-0.9%
Q4 2023$702,394
+7.0%
2,905
-5.2%
0.42%
-4.5%
Q3 2023$656,293
+6.0%
3,064
+13.7%
0.44%
+9.6%
Q2 2023$618,969
+6.2%
2,6940.0%0.41%
-2.9%
Q1 2023$583,055
+7.9%
2,6940.0%0.42%
+2.0%
Q4 2022$540,298
+2.7%
2,6940.0%0.41%
-2.4%
Q3 2022$526,000
-0.9%
2,6940.0%0.42%
+5.8%
Q2 2022$531,000
-1.3%
2,694
+24.2%
0.40%
+9.4%
Q1 2022$538,000
-30.5%
2,169
-21.0%
0.36%
-22.4%
Q4 2021$774,000
+0.5%
2,7470.0%0.47%
-23.9%
Q3 2021$770,000
-5.9%
2,747
-2.7%
0.62%
+9.2%
Q2 2021$818,000
+1.1%
2,822
-4.2%
0.56%
-7.6%
Q1 2021$809,000
+2.5%
2,9470.0%0.61%
-3.2%
Q4 2020$789,000
+24.6%
2,9470.0%0.63%
+9.8%
Q3 2020$633,000
-0.9%
2,947
-8.0%
0.57%
-9.6%
Q2 2020$639,000
+32.8%
3,2020.0%0.63%
+11.2%
Q1 2020$481,000
-25.5%
3,202
-1.5%
0.57%
-9.7%
Q4 2019$646,0003,2520.63%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Bromfield Sneider Wealth Advisors 53,956$15,204,00015.51%
Jentner Corp 81,506$22,968,00015.12%
Radnor Financial Advisors, LLC 149,728$42,192,00014.99%
BALASA DINVERNO & FOLTZ LLC 489,821$138,027,0008.89%
BHK Investment Advisors, LLC 76,407$21,531,0008.49%
Summit Financial Strategies, Inc. 125,947$35,491,0006.85%
Bishop & Co Investment Management, LLC 54,119$15,250,0006.31%
CHOREO, LLC 453,966$127,923,0006.25%
New Millennium Group LLC 28,200$7,946,0006.04%
Mosaic Family Wealth, LLC 82,054$23,122,0006.02%
View complete list of VANGUARD INDEX FDS shareholders