MAI Capital Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 625 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.97 and the average weighting 0.5%.

Quarter-by-quarter ownership
MAI Capital Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$917,444
-6.9%
4,284
-0.1%
0.01%
-6.7%
Q2 2023$985,569
+13.2%
4,290
+6.7%
0.02%
+7.1%
Q1 2023$870,413
+14.1%
4,022
+5.8%
0.01%
+7.7%
Q4 2022$762,626
+15.5%
3,803
+12.4%
0.01%
+8.3%
Q3 2022$660,000
+6.1%
3,383
+7.2%
0.01%0.0%
Q2 2022$622,000
+1.5%
3,156
+27.7%
0.01%
+20.0%
Q1 2022$613,000
-7.8%
2,472
+4.7%
0.01%
-9.1%
Q4 2021$665,000
+31.9%
2,361
+31.3%
0.01%
+10.0%
Q3 2021$504,000
-1.6%
1,798
+1.8%
0.01%0.0%
Q2 2021$512,000
+5.8%
1,766
+0.2%
0.01%
-9.1%
Q1 2021$484,000
+23.2%
1,763
+20.0%
0.01%
+10.0%
Q4 2020$393,000
+11.6%
1,469
-10.3%
0.01%0.0%
Q3 2020$352,000
+11.7%
1,638
+3.8%
0.01%0.0%
Q2 2020$315,000
+32.9%
1,5780.0%0.01%0.0%
Q1 2020$237,000
-26.4%
1,578
-2.7%
0.01%0.0%
Q4 2019$322,000
+8.8%
1,621
-0.3%
0.01%
-23.1%
Q3 2019$296,000
-2.0%
1,626
+0.2%
0.01%
-7.1%
Q2 2019$302,000
+9.4%
1,622
+5.6%
0.01%0.0%
Q1 2019$276,000
+19.5%
1,5360.0%0.01%
+7.7%
Q4 2018$231,0001,5360.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
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