COLONY GROUP LLC - 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
COLONY GROUP LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$31,623
-3.6%
147,648
+3.4%
0.48%
+1.9%
Q2 2023$32,792
+10.3%
142,734
+3.9%
0.47%
+5.7%
Q1 2023$29,742
-67.6%
137,435
-70.0%
0.44%
-65.9%
Q4 2022$91,828
-99.6%
457,902
+317.2%
1.29%
+241.8%
Q3 2022$21,416,000
+32.5%
109,752
+33.8%
0.38%
+36.0%
Q2 2022$16,157,000
-54.6%
82,004
-42.8%
0.28%
-47.6%
Q1 2022$35,563,000
+14.2%
143,324
+29.6%
0.53%
-2.7%
Q4 2021$31,153,000
+342.7%
110,553
+340.1%
0.55%
+304.4%
Q3 2021$7,037,000
+38.3%
25,119
+43.0%
0.14%
+33.7%
Q2 2021$5,089,000
+15.1%
17,560
+9.1%
0.10%
+8.6%
Q1 2021$4,421,000
+10.2%
16,097
+7.4%
0.09%0.0%
Q4 2020$4,012,000
+26.2%
14,989
+1.3%
0.09%
+12.0%
Q3 2020$3,180,000
+9.8%
14,795
+1.9%
0.08%
-1.2%
Q2 2020$2,897,000
+30.3%
14,515
-1.9%
0.08%
+16.7%
Q1 2020$2,223,000
-38.7%
14,790
-18.9%
0.07%
-21.7%
Q4 2019$3,626,000
+54.4%
18,247
+41.4%
0.09%
+22.7%
Q3 2019$2,349,000
-1.8%
12,904
+0.5%
0.08%
-1.3%
Q2 2019$2,392,000
+3.2%
12,843
-0.4%
0.08%
-21.6%
Q1 2019$2,317,000
+18.1%
12,893
-1.1%
0.10%
+2.1%
Q4 2018$1,962,000
-22.8%
13,031
-3.9%
0.10%
-25.2%
Q3 2018$2,540,000
+0.9%
13,562
-5.3%
0.13%
-3.1%
Q2 2018$2,518,000
+6.5%
14,323
-0.7%
0.13%
+1.6%
Q1 2018$2,364,000
-29.2%
14,417
-30.6%
0.13%
-38.3%
Q4 2017$3,339,000
+1.3%
20,760
-3.8%
0.21%
-7.1%
Q3 2017$3,295,000
+7.8%
21,584
+2.9%
0.22%
+3.2%
Q2 2017$3,056,000
+26.9%
20,970
+22.4%
0.22%
-4.0%
Q1 2017$2,409,000
+21.6%
17,126
+15.1%
0.23%
+6.6%
Q4 2016$1,981,000
+33.0%
14,878
+31.6%
0.21%
+28.3%
Q3 2016$1,490,000
+25.0%
11,305
+17.5%
0.17%
+26.7%
Q2 2016$1,192,000
+4.7%
9,620
+0.5%
0.13%
-0.8%
Q1 2016$1,139,000
-22.5%
9,571
-20.9%
0.13%
-1.5%
Q4 2015$1,469,000
+35.8%
12,096
+31.7%
0.13%
+6.3%
Q3 2015$1,082,000
-14.9%
9,187
-3.0%
0.13%
-6.0%
Q2 2015$1,271,000
+4.4%
9,471
+2.5%
0.13%
-0.7%
Q1 2015$1,218,000
+8.2%
9,244
+3.4%
0.14%
+14.4%
Q4 2014$1,126,000
+8.9%
8,937
+4.0%
0.12%
+1.7%
Q3 2014$1,034,000
+5.9%
8,592
+12.1%
0.12%
-10.8%
Q2 2014$976,000
+6.1%
7,663
+3.5%
0.13%
+4.8%
Q1 2014$920,000
+933.7%
7,404
+917.0%
0.12%
+933.3%
Q4 2013$89,0007280.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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