MONETA GROUP INVESTMENT ADVISORS 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
MONETA GROUP INVESTMENT ADVISORS LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$59,180,239
-1.8%
276,311
+5.3%
1.34%
+0.7%
Q2 2023$60,267,387
+21.0%
262,329
+13.9%
1.34%
+11.6%
Q1 2023$49,822,691
+41.7%
230,224
+46.7%
1.20%
+24.1%
Q4 2022$35,164,101
+29.3%
156,976
+12.6%
0.96%
-6.9%
Q3 2022$27,196,000
-17.2%
139,374
-16.4%
1.04%
-7.6%
Q2 2022$32,844,000
+40.8%
166,695
+77.3%
1.12%
+22.5%
Q1 2022$23,323,000
+3.3%
93,995
+17.3%
0.92%
-0.3%
Q4 2021$22,574,000
+10.4%
80,109
+9.7%
0.92%
-2.7%
Q3 2021$20,451,000
+20.9%
72,998
+25.0%
0.94%
+20.9%
Q2 2021$16,922,000
+13.0%
58,394
+7.1%
0.78%
-1.5%
Q1 2021$14,978,000
+8.8%
54,535
+6.0%
0.79%
-19.9%
Q4 2020$13,767,000
+27.6%
51,435
+2.5%
0.99%
+5.3%
Q3 2020$10,786,000
-0.4%
50,184
-7.5%
0.94%
-8.7%
Q2 2020$10,826,000
+43.8%
54,238
+8.3%
1.03%
+31.3%
Q1 2020$7,529,000
-22.7%
50,093
+2.2%
0.78%
-4.2%
Q4 2019$9,737,000
+10.1%
49,004
+0.9%
0.82%
-1.2%
Q3 2019$8,844,000
+11.6%
48,583
+14.2%
0.83%
+5.9%
Q2 2019$7,923,000
-2.7%
42,549
-6.1%
0.78%
-8.2%
Q1 2019$8,147,000
+22.1%
45,332
+2.3%
0.85%
+6.9%
Q4 2018$6,672,000
-23.4%
44,306
-4.7%
0.80%
-10.7%
Q3 2018$8,709,000
+59.3%
46,493
+49.5%
0.89%
+49.0%
Q2 2018$5,466,000
+9.5%
31,091
+2.1%
0.60%
-10.1%
Q1 2018$4,992,000
+310.5%
30,449
+302.8%
0.66%
+261.4%
Q4 2017$1,216,000
+17.9%
7,559
+11.9%
0.18%
+15.0%
Q3 2017$1,031,000
+97.1%
6,753
+88.3%
0.16%
+88.2%
Q2 2017$523,000
+24.8%
3,587
+12.9%
0.08%
-52.8%
Q1 2015$419,0003,1780.18%
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