BARTLETT & CO. WEALTH MANAGEMENT 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
BARTLETT & CO. WEALTH MANAGEMENT LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$9,685,033
-4.9%
38,656
-1.0%
0.15%
-6.4%
Q1 2024$10,184,766
+5.7%
39,064
-0.6%
0.16%
+0.6%
Q4 2023$9,638,123
+13.4%
39,312
-0.9%
0.16%
+2.0%
Q3 2023$8,496,949
-6.4%
39,672
+0.4%
0.15%
-2.5%
Q2 2023$9,077,027
+2.9%
39,510
-3.1%
0.16%
-7.6%
Q1 2023$8,824,063
+6.6%
40,776
-1.3%
0.17%
+1.8%
Q4 2022$8,280,898
-0.5%
41,293
-3.2%
0.17%
-6.7%
Q3 2022$8,324,636
+5.6%
42,662
+6.6%
0.18%
+11.9%
Q2 2022$7,885,535
-21.5%
40,022
-1.2%
0.16%
-9.1%
Q1 2022$10,046,941
-12.2%
40,491
-0.3%
0.18%
-9.3%
Q4 2021$11,444,901
+0.2%
40,615
-0.3%
0.19%
-11.0%
Q3 2021$11,418,201
-8.5%
40,756
-5.4%
0.22%
-8.4%
Q2 2021$12,483,574
+3.6%
43,078
-1.8%
0.24%
-1.7%
Q1 2021$12,049,170
+0.8%
43,871
-1.8%
0.24%
-5.1%
Q4 2020$11,956,640
+23.9%
44,671
-0.5%
0.26%
+12.8%
Q3 2020$9,646,488
+6.7%
44,882
-0.9%
0.23%
-4.2%
Q2 2020$9,039,285
+32.1%
45,287
-0.5%
0.24%
+13.5%
Q1 2020$6,844,211
-27.6%
45,537
-4.3%
0.21%
-10.0%
Q4 2019$9,457,523
+8.9%
47,597
-0.2%
0.23%
+1.3%
Q3 2019$8,682,398
+6279.0%
47,695
+6433.6%
0.23%
+4460.0%
Q2 2019$136,109
+9.5%
730
+5.6%
0.01%0.0%
Q1 2019$124,354
+19.5%
6910.0%0.01%
+25.0%
Q4 2018$104,058
-24.1%
691
-5.5%
0.00%
-20.0%
Q3 2018$137,140
+6.7%
7310.0%0.01%0.0%
Q2 2018$128,510
+7.2%
7310.0%0.01%0.0%
Q1 2018$119,8477310.01%
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