SIGNATURE ESTATE & INVESTMENT ADVISORS LLC - 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
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,068
-4.4%
4,985
+2.6%
0.04%
-2.7%
Q2 2023$1,117
+17.1%
4,861
+10.2%
0.04%
+12.1%
Q1 2023$954
+6.2%
4,410
-1.5%
0.03%
+3.1%
Q4 2022$898
-99.9%
4,478
-2.7%
0.03%
-23.8%
Q3 2022$898,000
-0.7%
4,602
+0.3%
0.04%
-8.7%
Q2 2022$904,000
-18.6%
4,589
+2.5%
0.05%
-9.8%
Q1 2022$1,111,000
-13.2%
4,477
-1.5%
0.05%
-10.5%
Q4 2021$1,280,000
+4.8%
4,543
+4.2%
0.06%
-5.0%
Q3 2021$1,221,000
+0.2%
4,358
+3.6%
0.06%
+9.1%
Q2 2021$1,219,000
+2.6%
4,208
-2.7%
0.06%
-5.2%
Q1 2021$1,188,000
+0.3%
4,326
-2.3%
0.06%
-9.4%
Q4 2020$1,185,000
+11.9%
4,428
-10.1%
0.06%
-3.0%
Q3 2020$1,059,000
+5.2%
4,927
-2.4%
0.07%
-7.0%
Q2 2020$1,007,000
+17.6%
5,046
-11.4%
0.07%
+4.4%
Q1 2020$856,000
-65.3%
5,695
-54.1%
0.07%
-55.0%
Q4 2019$2,464,000
+6.1%
12,398
-2.8%
0.15%
-1.9%
Q3 2019$2,323,000
-1.6%
12,761
+0.6%
0.15%
-1.3%
Q2 2019$2,361,000
+7.9%
12,682
+4.2%
0.16%
-5.5%
Q1 2019$2,189,000
+5.7%
12,176
-11.4%
0.16%
-9.8%
Q4 2018$2,070,000
-21.1%
13,744
-1.8%
0.18%
-22.5%
Q3 2018$2,623,000
-0.0%
14,002
-6.2%
0.24%
-4.5%
Q2 2018$2,624,000
+2.2%
14,925
-4.7%
0.25%
-5.0%
Q1 2018$2,568,000
-15.5%
15,666
-17.1%
0.26%
-16.1%
Q4 2017$3,039,000
+3.0%
18,896
-2.2%
0.31%
-5.8%
Q3 2017$2,950,000
-70.0%
19,326
-71.3%
0.33%
-71.8%
Q2 2017$9,829,000
+14.0%
67,443
+10.0%
1.17%
+8.2%
Q1 2017$8,622,000
+24.8%
61,290
+18.1%
1.08%
+12.4%
Q4 2016$6,910,000
-3.8%
51,903
-4.8%
0.96%
-8.8%
Q3 2016$7,182,000
+12.6%
54,504
+5.9%
1.05%
+3.1%
Q2 2016$6,378,000
+3.3%
51,475
-0.8%
1.02%
+0.7%
Q1 2016$6,172,000
+27.7%
51,866
+30.4%
1.01%
+21.3%
Q4 2015$4,832,000
+16.6%
39,788
+13.1%
0.83%
-3.5%
Q3 2015$4,143,000
+1.4%
35,175
+15.6%
0.86%
-5.4%
Q2 2015$4,085,000
+20.3%
30,429
+18.0%
0.91%
+1.9%
Q1 2015$3,397,000
+26.0%
25,780
+20.4%
0.90%0.0%
Q4 2014$2,696,000
+58.2%
21,411
+51.2%
0.90%
+47.1%
Q3 2014$1,704,000
+15.3%
14,160
+22.0%
0.61%
+17.1%
Q2 2014$1,478,000
+8.7%
11,603
+6.0%
0.52%
-2.4%
Q1 2014$1,360,000
+6.5%
10,946
+4.8%
0.53%
-15.7%
Q4 2013$1,277,000
+26.8%
10,443
+18.7%
0.63%
+9.0%
Q3 2013$1,007,000
+32.3%
8,800
+19.0%
0.58%
+6.0%
Q2 2013$761,0007,3930.55%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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