FORTE CAPITAL LLC /ADV - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 711 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 5.99 and the average weighting 0.6%.

Quarter-by-quarter ownership
FORTE CAPITAL LLC /ADV ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$549,877
-6.6%
2,567
+0.1%
0.08%0.0%
Q2 2023$589,031
+6.3%
2,564
+0.2%
0.08%0.0%
Q1 2023$554,015
+8.1%
2,560
+0.2%
0.08%
-3.4%
Q4 2022$512,665
+2.9%
2,556
+0.2%
0.09%
-2.2%
Q3 2022$498,000
+5.3%
2,551
+6.2%
0.09%
+9.8%
Q2 2022$473,000
-61.3%
2,402
-44.7%
0.08%
-47.1%
Q1 2022$1,223,0000.0%4,3410.0%0.16%
+0.6%
Q4 2021$1,223,000
-2.3%
4,341
-2.8%
0.15%
-9.4%
Q3 2021$1,252,000
-3.2%
4,468
+0.0%
0.17%
-3.4%
Q2 2021$1,294,000
+4.3%
4,466
-1.2%
0.18%
-8.3%
Q1 2021$1,241,000
+491.0%
4,519
+363.5%
0.19%
+392.3%
Q3 2020$210,000
-9.9%
975
-16.4%
0.04%
-20.4%
Q2 2020$233,000
-90.1%
1,166
-90.7%
0.05%
-93.4%
Q2 2019$2,345,000
-1.2%
12,594
-4.7%
0.75%
-12.5%
Q1 2019$2,374,000
+16.7%
13,211
-2.2%
0.86%
+0.6%
Q4 2018$2,034,000
-20.6%
13,509
-1.3%
0.85%
-7.8%
Q3 2018$2,563,000
+2.9%
13,688
-3.4%
0.92%
-5.2%
Q2 2018$2,490,000
+5.9%
14,163
-1.2%
0.97%
-1.1%
Q1 2018$2,351,000
+2.0%
14,3370.0%0.98%
+43.2%
Q4 2017$2,306,000
-1.2%
14,337
-6.2%
0.69%
-8.2%
Q3 2017$2,334,000
-11.1%
15,292
-15.1%
0.75%
-13.5%
Q2 2017$2,625,000
+1.1%
18,012
-2.5%
0.86%
-2.6%
Q1 2017$2,597,000
-3.2%
18,465
-8.4%
0.89%
-11.6%
Q4 2016$2,684,000
-12.0%
20,166
-12.9%
1.00%
-13.4%
Q3 2016$3,050,000
-2.6%
23,146
-8.4%
1.16%
-4.1%
Q2 2016$3,130,000
-4.6%
25,261
-8.4%
1.21%
-16.1%
Q1 2016$3,281,000
-68.4%
27,575
-67.7%
1.44%
-66.0%
Q4 2015$10,375,000
+3.7%
85,430
+0.6%
4.25%
-7.0%
Q3 2015$10,001,000
-16.8%
84,911
-5.1%
4.57%
-10.6%
Q2 2015$12,014,000
-0.4%
89,496
-0.3%
5.11%
-1.4%
Q1 2015$12,064,000
+8.9%
89,746
+2.0%
5.18%
+7.6%
Q4 2014$11,079,000
+6.2%
87,968
+1.5%
4.82%
+0.1%
Q3 2014$10,435,00086,7084.81%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
BALASA DINVERNO & FOLTZ LLC 593,133$72,030,00012.10%
Summit Financial Strategies, Inc. 108,754$13,207,00010.28%
Corrigan Financial, Inc. 65,016$7,895,6008.36%
Arrow Investment Advisors, LLC 173,821$21,109,0005.54%
MCMILLION CAPITAL MANAGEMENT INC 47,800$5,805,0004.35%
FORTE CAPITAL LLC /ADV 85,430$10,375,0004.25%
IBBOTSON ASSOCIATES INC 54,000$6,558,0003.39%
INSPIRION WEALTH ADVISORS, LLC 35,564$4,319,0003.17%
Stratos Wealth Partners, LTD. 293,962$35,699,0002.98%
Asset Management Group, Inc. 49,088$5,961,0002.70%
View complete list of VANGUARD INDEX FDS shareholders