CALTON & ASSOCIATES, INC. - 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
CALTON & ASSOCIATES, INC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2021$289,000
-4.6%
1,033
-1.0%
0.06%
+8.6%
Q2 2021$303,000
+9.4%
1,043
+3.3%
0.06%
+7.4%
Q1 2021$277,000
-2.5%
1,010
-4.6%
0.05%
+5.9%
Q4 2020$284,000
+14.1%
1,059
-8.5%
0.05%0.0%
Q3 2020$249,000
+8.3%
1,158
+0.3%
0.05%
+2.0%
Q2 2020$230,000
+18.6%
1,154
+1.0%
0.05%
+2.0%
Q4 2017$194,0001,1430.05%
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