Independent Wealth Network Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 767 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 1.69 and the average weighting 0.5%.

Quarter-by-quarter ownership
Independent Wealth Network Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$699,354
-4.2%
2,796
-0.2%
0.32%
-5.0%
Q1 2024$730,171
+11.2%
2,801
+3.1%
0.34%
-1.2%
Q4 2023$656,874
+13.6%
2,717
+0.6%
0.35%
-2.8%
Q3 2023$578,301
-5.4%
2,700
+1.4%
0.36%
-3.3%
Q2 2023$611,613
+45.0%
2,662
+36.6%
0.37%
+36.3%
Q1 2023$421,891
+24.8%
1,949
+15.7%
0.27%
+16.9%
Q4 2022$337,924
+3.0%
1,685
+0.4%
0.23%
-9.8%
Q3 2022$328,000
+0.6%
1,679
+1.3%
0.26%
+8.9%
Q2 2022$326,000
-18.7%
1,657
+2.7%
0.24%
-7.8%
Q1 2022$401,000
-11.7%
1,614
+0.2%
0.26%
-8.6%
Q4 2021$454,000
-5.2%
1,610
+2.0%
0.28%
-10.9%
Q3 2021$479,0001,5780.31%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Jentner Corp 96,232$19,208,00021.84%
Radnor Financial Advisors, LLC 146,624$29,266,00017.53%
BALASA DINVERNO & FOLTZ LLC 532,524$106,292,00011.79%
Summit Financial Strategies, Inc. 120,481$24,048,00010.69%
CABANA LLC 544,737$108,730,0009.99%
BHK Investment Advisors, LLC 75,875$15,145,0008.95%
Foundations Investment Advisors, LLC 462,492$93,206,0008.25%
CHOREO, LLC 361,514$72,158,0006.98%
Mosaic Family Wealth, LLC 81,771$16,322,0006.75%
INSPIRION WEALTH ADVISORS, LLC 79,457$15,860,0006.23%
View complete list of VANGUARD INDEX FDS shareholders