MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 743 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 2.11 and the average weighting 0.5%.

Quarter-by-quarter ownership
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2021$3,242,000
+5.9%
11,572
+9.6%
0.22%
+5.3%
Q2 2021$3,060,000
+13.7%
10,560
+7.8%
0.21%
+4.6%
Q1 2021$2,691,000
-8.2%
9,798
-10.5%
0.20%
-12.4%
Q4 2020$2,931,000
+20.9%
10,950
+6.3%
0.22%
+6.1%
Q3 2020$2,424,000
+2.4%
10,299
-13.2%
0.21%
-7.0%
Q2 2020$2,367,000
+32.8%
11,8590.0%0.23%
+11.2%
Q1 2020$1,782,000
-23.5%
11,859
+1.2%
0.20%
-6.0%
Q4 2019$2,329,000
+9.9%
11,722
+0.7%
0.22%
-3.5%
Q3 2019$2,120,000
-2.1%
11,644
+0.1%
0.23%
+0.4%
Q2 2019$2,166,000
+6.1%
11,630
+2.4%
0.22%
+0.9%
Q1 2019$2,041,000
+21.3%
11,357
+1.6%
0.22%
+6.7%
Q4 2018$1,683,00011,1730.21%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
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