Safeguard Financial, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 943 filers reported holding VANGUARD INDEX FDS in Q2 2024. The put-call ratio across all filers is 0.70 and the average weighting 0.4%.

Quarter-by-quarter ownership
Safeguard Financial, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$14,551,287
+10.7%
58,175
+15.4%
4.05%
-5.6%
Q1 2024$13,147,794
+26.1%
50,429
+16.9%
4.28%
+8.5%
Q4 2023$10,430,538
+52.4%
43,142
+35.0%
3.95%
+19.6%
Q3 2023$6,844,010
+121636.2%
31,954
+30.6%
3.30%
+21.9%
Q2 2023$5,622
+39.8%
24,473
+31.7%
2.71%
+10.9%
Q1 2023$4,021
+27.9%
18,581
+18.5%
2.44%
+8.4%
Q4 2022$3,145
-99.9%
15,682
+24.8%
2.25%
-0.8%
Q3 2022$2,451,000
+91.3%
12,562
+93.2%
2.27%
+48.5%
Q2 2022$1,281,000
+410.4%
6,503
+543.2%
1.53%
+307.7%
Q1 2022$251,0001,0110.38%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2024
NameSharesValueWeighting ↓
Bromfield Sneider Wealth Advisors 53,956$15,204,00015.51%
Jentner Corp 81,506$22,968,00015.12%
Radnor Financial Advisors, LLC 149,728$42,192,00014.99%
BALASA DINVERNO & FOLTZ LLC 489,821$138,027,0008.89%
BHK Investment Advisors, LLC 76,407$21,531,0008.49%
Summit Financial Strategies, Inc. 125,947$35,491,0006.85%
Bishop & Co Investment Management, LLC 54,119$15,250,0006.31%
CHOREO, LLC 453,966$127,923,0006.25%
New Millennium Group LLC 28,200$7,946,0006.04%
Mosaic Family Wealth, LLC 82,054$23,122,0006.02%
View complete list of VANGUARD INDEX FDS shareholders