STEEL GROVE CAPITAL ADVISORS, 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
STEEL GROVE CAPITAL ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$283,937
-3.7%
1,9810.0%0.04%
+2.7%
Q2 2023$294,832
+6.2%
1,9810.0%0.04%0.0%
Q1 2023$277,736
+5.5%
1,9810.0%0.04%0.0%
Q4 2022$263,196
+4.4%
1,9810.0%0.04%
-17.8%
Q3 2022$252,000
-3.1%
1,9810.0%0.04%
-6.2%
Q2 2022$260,000
-20.7%
1,9810.0%0.05%
-5.9%
Q1 2022$328,000
-9.4%
1,9810.0%0.05%
-29.2%
Q4 2021$362,000
+0.3%
1,9810.0%0.07%
-12.2%
Q3 2021$361,000
-15.1%
1,981
-12.1%
0.08%
-29.3%
Q2 2021$425,000
+6.5%
2,2530.0%0.12%
-10.8%
Q1 2021$399,000
+7.3%
2,253
-0.3%
0.13%
+7.4%
Q4 2020$372,000
+27.0%
2,2600.0%0.12%
+1.7%
Q3 2020$293,000
-14.8%
2,260
-22.2%
0.12%
-22.7%
Q2 2020$344,000
+30.8%
2,9060.0%0.15%
-10.5%
Q1 2020$263,000
-31.3%
2,906
-4.3%
0.17%
-19.6%
Q4 2019$383,000
+4.4%
3,037
-3.9%
0.21%
-1.4%
Q3 2019$367,000
-2.1%
3,1590.0%0.22%
-6.9%
Q2 2019$375,000
-10.3%
3,159
-12.8%
0.23%
-14.0%
Q1 2019$418,000
-59.1%
3,624
-64.6%
0.27%
+86.9%
Q4 2018$1,023,000
-23.6%
10,250
-5.7%
0.14%
-22.5%
Q3 2018$1,339,000
+6.3%
10,875
+2.0%
0.19%
-7.4%
Q2 2018$1,260,000
-1.9%
10,665
-7.4%
0.20%0.0%
Q1 2018$1,285,000
-5.6%
11,514
-5.5%
0.20%
-1.5%
Q4 2017$1,361,000
+5.0%
12,183
+0.7%
0.20%
-12.4%
Q3 2017$1,296,000
+2.8%
12,100
-1.9%
0.23%
+4.5%
Q2 2017$1,261,000
+5.2%
12,331
+2.7%
0.22%
+5.7%
Q1 2017$1,199,000
+4.0%
12,005
-0.2%
0.21%
-8.2%
Q4 2016$1,153,000
+9.9%
12,026
+4.6%
0.23%
-2.5%
Q3 2016$1,049,000
+184.3%
11,498
+166.5%
0.24%
+160.4%
Q2 2016$369,000
+42.5%
4,314
+37.9%
0.09%
+37.9%
Q1 2016$259,0003,1280.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
ACT WEALTH MANAGEMENT, LLC 148,089$27,928,00017.26%
Freedman Financial Associates, Inc. 119,875$21,860,00015.97%
Standard Family Office LLC 275,727$50,282,00014.59%
Tower Wealth Partners, Inc. 70,195$12,801,00013.50%
Bridgeworth, LLC 257,823$47,017,00013.20%
Gleason Group, Inc. 184,298$33,609,00012.14%
CABANA LLC 14,261$2,744,0009.78%
Van Cleef Asset Management,Inc 331,112$60,382,0009.09%
FC Advisory LLC 111,317$20,300,0009.06%
Applied Capital LLC 54,899$10,011,0008.76%
View complete list of VANGUARD INDEX FDS shareholders