SFI Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 790 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.90 and the average weighting 0.5%.

Quarter-by-quarter ownership
SFI Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$3,265,197
-2.1%
13,054
+2.0%
2.52%
-3.9%
Q1 2024$3,336,173
+30.9%
12,796
+21.4%
2.62%
+20.2%
Q4 2023$2,549,223
-3.5%
10,544
-14.5%
2.18%
-15.6%
Q3 2023$2,640,625
-6.4%
12,329
+0.4%
2.58%
-3.7%
Q2 2023$2,821,437
+7.9%
12,281
+1.6%
2.68%
+2.1%
Q1 2023$2,615,315
+27.2%
12,085
+17.8%
2.62%
+17.5%
Q4 2022$2,056,738
-6.2%
10,256
-8.7%
2.23%
-12.4%
Q3 2022$2,193,000
+0.0%
11,239
+1.0%
2.55%
+4.9%
Q2 2022$2,192,000
-19.5%
11,126
+1.4%
2.43%
+46.5%
Q1 2022$2,722,000
-0.4%
10,974
+1.2%
1.66%
-31.3%
Q4 2021$2,733,00010,8402.41%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
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