Continuum Advisory, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 711 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 5.99 and the average weighting 0.6%.

Quarter-by-quarter ownership
Continuum Advisory, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$581,644
-6.5%
2,716
+0.3%
0.09%
-6.1%
Q2 2023$622,261
+5.7%
2,709
-0.4%
0.10%
-1.0%
Q1 2023$588,954
+2.5%
2,721
-5.1%
0.10%
-3.8%
Q4 2022$574,829
-37.7%
2,866
-39.3%
0.10%
-36.2%
Q3 2022$922,000
+23.3%
4,725
+24.4%
0.16%
+19.9%
Q2 2022$748,000
-10.1%
3,797
+0.7%
0.14%
-13.9%
Q1 2022$832,000
+38.7%
3,769
+77.1%
0.16%
+17.0%
Q4 2021$600,000
+6.6%
2,128
+5.9%
0.14%
-10.6%
Q3 2021$563,000
+2.7%
2,010
+6.2%
0.15%
-11.2%
Q2 2021$548,000
+30.2%
1,892
+28.2%
0.17%
-2.9%
Q1 2021$421,000
+77.6%
1,476
+67.0%
0.18%
+62.0%
Q4 2020$237,000
-3.3%
884
-42.0%
0.11%
-42.6%
Q4 2017$245,000
+15.0%
1,524
+9.3%
0.19%
+0.5%
Q3 2017$213,0001,3940.19%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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