Penn Capital Management Company, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VXF and the CUSIP is 922908652. A total of 662 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 1.15 and the average weighting 0.5%.

Quarter-by-quarter ownership
Penn Capital Management Company, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,310,429
+85.7%
22,793
+90.3%
0.34%
+96.0%
Q2 2023$1,782,983
-74.2%
11,980
-75.4%
0.17%
-75.1%
Q1 2023$6,913,261
+257.8%
48,709
+235.8%
0.69%
+252.3%
Q4 2022$1,932,049
+86.0%
14,505
+77.6%
0.20%
+69.8%
Q3 2022$1,039,000
-60.6%
8,165
-59.4%
0.12%
-59.2%
Q2 2022$2,635,000
+8.5%
20,098
+38.2%
0.28%
+14.1%
Q1 2022$2,429,000
-43.0%
14,545
-37.6%
0.25%
-41.7%
Q4 2021$4,260,000
+63.0%
23,296
+62.6%
0.43%
+61.7%
Q3 2021$2,613,000
+229.5%
14,327
+240.8%
0.26%
+242.9%
Q2 2021$793,000
+39.9%
4,204
+31.1%
0.08%
+30.5%
Q1 2021$567,000
-28.8%
3,206
-33.7%
0.06%
-41.6%
Q4 2020$796,000
+23.2%
4,834
-2.4%
0.10%
+23.2%
Q3 2020$646,000
+57.6%
4,951
+47.8%
0.08%
+54.7%
Q2 2020$410,000
-55.8%
3,350
-67.3%
0.05%
-65.4%
Q1 2020$928,000
-62.3%
10,255
-47.5%
0.15%
-40.9%
Q4 2019$2,462,000
+157.8%
19,542
+138.0%
0.26%
+159.0%
Q3 2019$955,000
-50.5%
8,212
-49.5%
0.10%
-47.4%
Q2 2019$1,929,000
+135.5%
16,264
+129.2%
0.19%
+140.5%
Q1 2019$819,000
-90.6%
7,095
-40.9%
0.08%
-90.8%
Q4 2018$8,693,000
+263.1%
12,008
+642.6%
0.86%
+373.1%
Q3 2018$2,394,000
+60.9%
1,617
+377.0%
0.18%
+78.4%
Q1 2017$1,488,000
-54.9%
339
-90.9%
0.10%
-50.7%
Q4 2016$3,297,000
+156.8%
3,739
-69.3%
0.21%
+137.9%
Q3 2016$1,284,00012,1930.09%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
ACT WEALTH MANAGEMENT, LLC 169,457$28,072,00015.96%
Freedman Financial Associates, Inc. 126,338$21,270,00014.66%
Tower Wealth Partners, Inc. 75,942$12,581,00013.66%
CWS Financial Advisors, LLC 208,649$34,565,00013.06%
Standard Family Office LLC 275,727$45,677,00012.26%
SWM Advisors 90,081$14,923,00011.71%
Gleason Group, Inc. 223,346$37,000,00010.98%
Bridgeworth, LLC 267,271$44,276,00010.18%
MAYPORT, LLC 73,043$12,100,0008.36%
FC Advisory LLC 114,197$18,918,0008.20%
View complete list of VANGUARD INDEX FDS shareholders