VALLEY NATIONAL ADVISERS INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 776 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
VALLEY NATIONAL ADVISERS INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$344
+50.2%
1,607
+61.3%
0.06%
+57.9%
Q2 2023$229
+8.0%
996
+1.6%
0.04%
+2.7%
Q1 2023$212
-2.8%
980
-4.9%
0.04%
-5.1%
Q4 2022$218
-99.9%
1,030
-3.4%
0.04%
-13.3%
Q3 2022$215,000
-3.2%
1,0660.0%0.04%
-4.3%
Q2 2022$222,000
-15.9%
1,0660.0%0.05%
-7.8%
Q1 2022$264,000
-12.0%
1,0660.0%0.05%
-7.3%
Q4 2021$300,000
+0.3%
1,0660.0%0.06%
+1.9%
Q3 2021$299,000
-3.2%
1,0660.0%0.05%
-3.6%
Q2 2021$309,000
+2.7%
1,066
-2.6%
0.06%
-5.1%
Q1 2021$301,000
+2.7%
1,095
+0.1%
0.06%
-3.3%
Q4 2020$293,000
+24.7%
1,0940.0%0.06%
+13.0%
Q3 2020$235,000
+3.5%
1,094
-3.9%
0.05%
+3.8%
Q2 2020$227,000
+32.7%
1,1380.0%0.05%
+10.6%
Q1 2020$171,000
-24.3%
1,1380.0%0.05%
-17.5%
Q4 2019$226,000
+0.9%
1,138
-7.7%
0.06%
-6.6%
Q3 2019$224,000
+146.2%
1,233
+152.7%
0.06%
+144.0%
Q2 2019$91,000
+3.4%
4880.0%0.02%0.0%
Q1 2019$88,000
+20.5%
4880.0%0.02%
+4.2%
Q4 2018$73,000
-19.8%
4880.0%0.02%
-25.0%
Q3 2018$91,000
+54.2%
488
+44.4%
0.03%
+39.1%
Q2 2018$59,000
+7.3%
3380.0%0.02%
+15.0%
Q1 2018$55,000
+1.9%
3380.0%0.02%
+5.3%
Q4 2017$54,000
+3.8%
3380.0%0.02%
+5.6%
Q3 2017$52,000
+6.1%
3380.0%0.02%0.0%
Q2 2017$49,000
+2.1%
3380.0%0.02%0.0%
Q1 2017$48,000
+37.1%
338
+27.5%
0.02%
+12.5%
Q4 2016$35,0000.0%2650.0%0.02%
-11.1%
Q3 2016$35,000
-75.7%
265
-77.2%
0.02%
-76.0%
Q2 2016$144,000
+4.3%
1,1600.0%0.08%
+1.4%
Q1 2016$138,000
-8.6%
1,160
-6.5%
0.07%
-16.9%
Q4 2015$151,000
+3.4%
1,2400.0%0.09%
+1.1%
Q3 2015$146,000
-34.8%
1,240
-25.5%
0.09%
-30.7%
Q2 2015$224,000
+2.3%
1,6650.0%0.13%
-1.6%
Q1 2015$219,000
+9.5%
1,665
+1.8%
0.13%
-14.6%
Q4 2014$200,0001,6350.15%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
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