MERITAGE PORTFOLIO MANAGEMENT - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 831 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.33 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 Q1 2022
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