FIRST AMERICAN TRUST, FSB - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 881 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.17 and the average weighting 0.5%.

Quarter-by-quarter ownership
FIRST AMERICAN TRUST, FSB ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$238,598
+105943.6%
1,114
+13.7%
0.03%
+9.7%
Q2 2023$225
-99.9%
980
-45.5%
0.03%
-44.6%
Q2 2022$354,000
-13.7%
1,798
+8.9%
0.06%
-1.8%
Q1 2022$410,000
-31.9%
1,651
-22.7%
0.06%
-30.5%
Q4 2021$602,000
+135.2%
2,136
+133.4%
0.08%
+110.3%
Q3 2021$256,000
-24.0%
915
-21.3%
0.04%
-26.4%
Q2 2021$337,000
-34.7%
1,162
-38.1%
0.05%
-34.6%
Q1 2021$516,000
+144.5%
1,877
+137.9%
0.08%
+131.4%
Q4 2020$211,0007890.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Jentner Corp 85,208$22,807,00022.41%
Radnor Financial Advisors, LLC 141,213$37,797,00017.56%
BALASA DINVERNO & FOLTZ LLC 503,793$134,845,00011.19%
Summit Financial Strategies, Inc. 114,096$30,539,00010.49%
BHK Investment Advisors, LLC 73,207$19,595,0009.14%
CHOREO, LLC 409,770$109,679,0007.77%
Mosaic Family Wealth, LLC 76,405$20,450,0006.83%
AFFINITY WEALTH MANAGEMENT LLC 112,643$32,175,0006.79%
Bishop & Co Investment Management, LLC 45,510$12,181,0006.73%
RFG HOLDINGS, INC. 38,149$10,211,0006.67%
View complete list of VANGUARD INDEX FDS shareholders