MERITAGE PORTFOLIO MANAGEMENT - 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
MERITAGE PORTFOLIO MANAGEMENT ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$220
-100.0%
956
-71.2%
0.02%
-68.6%
Q1 2022$825,000
-28.8%
3,324
-19.2%
0.05%
-22.7%
Q4 2021$1,159,000
-1.2%
4,113
-1.8%
0.07%
-5.7%
Q3 2021$1,173,000
-6.1%
4,187
-2.9%
0.07%
-6.7%
Q2 2021$1,249,000
+7.5%
4,311
+1.9%
0.08%
-2.6%
Q1 2021$1,162,000
+132.9%
4,232
+127.0%
0.08%
+108.1%
Q4 2020$499,0001,8640.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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