BOURGEON CAPITAL MANAGEMENT LLC - 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
BOURGEON CAPITAL MANAGEMENT LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$32,556
-6.8%
1520.0%0.01%0.0%
Q2 2023$34,921
+6.2%
1520.0%0.01%0.0%
Q1 2023$32,895
+7.9%
1520.0%0.01%
+14.3%
Q4 2022$30,482
+1.6%
1520.0%0.01%
-12.5%
Q3 2022$30,0000.0%1520.0%0.01%0.0%
Q2 2022$30,000
-21.1%
1520.0%0.01%
-11.1%
Q1 2022$38,000
-11.6%
1520.0%0.01%0.0%
Q4 2021$43,0000.0%1520.0%0.01%0.0%
Q3 2021$43,000
-2.3%
1520.0%0.01%0.0%
Q2 2021$44,000
+4.8%
1520.0%0.01%0.0%
Q1 2021$42,000
+2.4%
1520.0%0.01%
-10.0%
Q4 2020$41,000
+24.2%
1520.0%0.01%0.0%
Q3 2020$33,000
+10.0%
1520.0%0.01%
-9.1%
Q2 2020$30,000
+30.4%
1520.0%0.01%
-8.3%
Q1 2020$23,000
-23.3%
1520.0%0.01%
-14.3%
Q4 2019$30,000
+7.1%
1520.0%0.01%
-6.7%
Q3 2019$28,0001520.02%
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