Cornerstone Wealth Advisors, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 838 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.4%.

Quarter-by-quarter ownership
Cornerstone Wealth Advisors, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,109,055
-3.4%
33,192
+3.6%
2.51%
-1.1%
Q2 2023$7,361,780
+10.4%
32,044
+4.0%
2.53%
+4.6%
Q1 2023$6,668,440
+16.0%
30,814
+7.5%
2.42%
+8.7%
Q4 2022$5,750,860
+7.9%
28,677
+5.0%
2.23%
+5.9%
Q3 2022$5,331,000
+1.3%
27,322
+2.3%
2.10%
+4.8%
Q2 2022$5,261,000
-22.6%
26,703
-2.5%
2.01%
-14.5%
Q1 2022$6,797,000
-36.2%
27,392
-27.5%
2.35%
-33.6%
Q4 2021$10,653,000
+1.7%
37,805
+1.1%
3.54%
-3.5%
Q3 2021$10,476,000
-9.3%
37,393
-5.8%
3.67%
-9.5%
Q2 2021$11,554,000
+7.3%
39,711
+1.3%
4.05%
-0.2%
Q1 2021$10,764,00039,1934.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Jentner Corp 85,208$22,807,00022.41%
Radnor Financial Advisors, LLC 141,213$37,797,00017.56%
BALASA DINVERNO & FOLTZ LLC 503,793$134,845,00011.19%
Summit Financial Strategies, Inc. 114,096$30,539,00010.49%
BHK Investment Advisors, LLC 73,207$19,595,0009.14%
CHOREO, LLC 409,770$109,679,0007.77%
Mosaic Family Wealth, LLC 76,405$20,450,0006.83%
AFFINITY WEALTH MANAGEMENT LLC 112,643$32,175,0006.79%
Bishop & Co Investment Management, LLC 45,510$12,181,0006.73%
RFG HOLDINGS, INC. 38,149$10,211,0006.67%
View complete list of VANGUARD INDEX FDS shareholders