Accel Wealth Management - 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
Accel Wealth Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,380,530
-8.7%
6,446
-2.1%
0.77%
-7.7%
Q2 2023$1,512,550
+7.2%
6,584
+1.0%
0.83%
+44.4%
Q1 2023$1,410,473
+4.6%
6,518
-3.1%
0.58%
-10.7%
Q4 2022$1,348,938
-5.9%
6,727
-2.2%
0.65%
-15.7%
Q3 2022$1,434,000
+2.9%
6,875
+0.1%
0.77%
-4.2%
Q2 2022$1,393,000
-23.1%
6,870
-4.8%
0.80%
-14.5%
Q1 2022$1,811,000
-9.0%
7,214
+2.1%
0.94%
-4.1%
Q4 2021$1,991,000
+20.6%
7,065
+19.9%
0.98%
-8.5%
Q3 2021$1,651,000
+2.9%
5,893
+6.5%
1.07%
+0.4%
Q2 2021$1,604,000
+14.3%
5,535
+8.4%
1.06%
-6.5%
Q1 2021$1,403,000
+16.1%
5,108
+13.2%
1.14%
+1.1%
Q4 2020$1,208,0004,5131.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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