Clearstead Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 522 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.97 and the average weighting 0.5%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$404,298
+187.4%
1,888
+208.5%
0.01%
+33.3%
Q2 2023$140,691
+6.2%
6120.0%0.01%
-10.0%
Q1 2023$132,510
-30.5%
612
-35.6%
0.01%
-33.3%
Q4 2022$190,559
+288.9%
950
+277.0%
0.02%
+200.0%
Q3 2022$49,000
-66.2%
252
-65.9%
0.01%
-54.5%
Q2 2022$145,000
-25.6%
738
-6.0%
0.01%
-15.4%
Q1 2022$195,000
-11.8%
7850.0%0.01%
-13.3%
Q4 2021$221,000
+12.8%
785
+12.3%
0.02%0.0%
Q3 2021$196,000
-3.4%
6990.0%0.02%
-6.2%
Q2 2021$203,000
+5.7%
6990.0%0.02%0.0%
Q1 2021$192,000
+113.3%
699
+108.7%
0.02%
+100.0%
Q4 2020$90,000
+25.0%
3350.0%0.01%0.0%
Q3 2020$72,000
+33.3%
335
+23.2%
0.01%
+33.3%
Q2 2020$54,000
+31.7%
2720.0%0.01%0.0%
Q1 2020$41,0002720.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2020
NameSharesValueWeighting ↓
Jentner Corp 160,172$25,929,00022.78%
BALASA DINVERNO & FOLTZ LLC 624,600$100,467,00014.89%
Summit Financial Strategies, Inc. 117,734$18,937,0009.91%
BHK Investment Advisors, LLC 56,754$9,129,0007.70%
Corrigan Financial, Inc. 55,366$8,905,5457.47%
MATHER GROUP, LLC. 409,308$65,837,0007.32%
Towerpoint Wealth, LLC 27,803$4,472,0005.92%
INSPIRION WEALTH ADVISORS, LLC 71,836$11,555,0005.61%
Brickley Wealth Management 52,464$8,439,0004.48%
Mosaic Family Wealth, LLC 75,236$12,102,0004.40%
View complete list of VANGUARD INDEX FDS shareholders