RAYMOND JAMES TRUST N.A. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 838 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.4%.

Quarter-by-quarter ownership
RAYMOND JAMES TRUST N.A. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,000,229
+93368.6%
9,339
+0.3%
0.06%
-4.8%
Q2 2023$2,140
-2.9%
9,314
-8.6%
0.06%
-11.4%
Q1 2023$2,205
+10.2%
10,191
+2.1%
0.07%
+4.5%
Q4 2022$2,001
-99.9%
9,978
+39.2%
0.07%
+28.8%
Q3 2022$1,399,000
+4.3%
7,169
+5.3%
0.05%
+8.3%
Q2 2022$1,341,000
-9.4%
6,807
+14.1%
0.05%
+4.3%
Q1 2022$1,480,000
-20.6%
5,966
-9.8%
0.05%
-16.4%
Q4 2021$1,864,000
+6.2%
6,615
+5.7%
0.06%
-6.8%
Q3 2021$1,755,000
-2.8%
6,261
+0.5%
0.06%
-1.7%
Q2 2021$1,805,000
+3.1%
6,229
-2.2%
0.06%
-1.6%
Q1 2021$1,750,000
+13.2%
6,371
+10.3%
0.06%
+3.4%
Q4 2020$1,546,000
+29.8%
5,776
+4.3%
0.06%
+15.7%
Q3 2020$1,191,000
+2.5%
5,540
-4.8%
0.05%
-8.9%
Q2 2020$1,162,000
+66.0%
5,821
+25.0%
0.06%
+36.6%
Q1 2020$700,000
-27.4%
4,658
-4.0%
0.04%
-10.9%
Q4 2019$964,000
+10.2%
4,851
+1.0%
0.05%
+2.2%
Q3 2019$875,000
+13.9%
4,803
+16.5%
0.04%
+7.1%
Q2 2019$768,000
+19.8%
4,123
+15.5%
0.04%
+13.5%
Q1 2019$641,000
+12.9%
3,570
-5.3%
0.04%0.0%
Q4 2018$568,000
-15.1%
3,770
+5.5%
0.04%
-2.6%
Q3 2018$669,000
+6.5%
3,5720.0%0.04%0.0%
Q2 2018$628,000
+7.2%
3,5720.0%0.04%
-5.0%
Q1 2018$586,000
+2.8%
3,572
+0.8%
0.04%
+5.3%
Q4 2017$570,000
+5.6%
3,5420.0%0.04%
-2.6%
Q3 2017$540,000
+6.5%
3,542
+1.9%
0.04%
+2.6%
Q2 2017$507,000
+3.5%
3,475
-0.3%
0.04%
+2.7%
Q1 2017$490,000
+5.6%
3,4850.0%0.04%0.0%
Q4 2016$464,000
+1.1%
3,4850.0%0.04%
-5.1%
Q3 2016$459,000
+11.4%
3,485
+4.7%
0.04%
+8.3%
Q2 2016$412,000
+4.0%
3,3270.0%0.04%
-2.7%
Q1 2016$396,000
-8.8%
3,327
-7.0%
0.04%
-7.5%
Q4 2015$434,000
+3.1%
3,5760.0%0.04%
-14.9%
Q3 2015$421,000
-9.1%
3,576
+3.7%
0.05%
-4.1%
Q2 2015$463,000
+1.8%
3,4490.0%0.05%0.0%
Q1 2015$455,000
-23.0%
3,449
-26.4%
0.05%
-23.4%
Q4 2014$591,0004,6870.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Jentner Corp 117,818$17,708,00023.18%
Radnor Financial Advisors, LLC 125,322$18,835,00016.01%
DWM Financial Group, Inc. 32,814$4,932,00010.84%
BALASA DINVERNO & FOLTZ LLC 544,919$81,901,00010.30%
Summit Financial Strategies, Inc. 119,655$17,984,0009.75%
BHK Investment Advisors, LLC 73,738$11,083,0007.89%
Mosaic Family Wealth, LLC 84,664$12,725,0006.45%
CHOREO, LLC 332,173$49,926,0006.14%
INSPIRION WEALTH ADVISORS, LLC 79,427$11,938,0005.89%
Bishop & Co Investment Management, LLC 42,325$8,410,0005.63%
View complete list of VANGUARD INDEX FDS shareholders