MATRIX PRIVATE CAPITAL GROUP LLC - 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
MATRIX PRIVATE CAPITAL GROUP LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$40,694
-6.8%
1900.0%0.03%
-6.2%
Q2 2023$43,651
+6.2%
1900.0%0.03%
+14.3%
Q1 2023$41,118
+0.5%
190
-6.9%
0.03%
+3.7%
Q4 2022$40,910
+2.3%
2040.0%0.03%0.0%
Q3 2022$40,0000.0%2040.0%0.03%
+17.4%
Q2 2022$40,000
+11.1%
204
+41.7%
0.02%
+27.8%
Q1 2022$36,000
-12.2%
1440.0%0.02%
-5.3%
Q4 2021$41,000
+2.5%
1440.0%0.02%
-9.5%
Q3 2021$40,000
-4.8%
1440.0%0.02%
-8.7%
Q2 2021$42,000
+5.0%
1440.0%0.02%
-4.2%
Q1 2021$40,000
+2.6%
1440.0%0.02%
-14.3%
Q4 2020$39,000
+25.8%
1440.0%0.03%
-12.5%
Q3 2020$31,000
+6.9%
1440.0%0.03%0.0%
Q2 2020$29,000
+38.1%
144
+4.3%
0.03%
+6.7%
Q1 2020$21,000
-44.7%
138
-28.1%
0.03%
-25.0%
Q4 2019$38,0001920.04%
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