ProVise Management Group, LLC - 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
ProVise Management Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$691,159
-7.8%
3,227
-1.1%
0.06%
-5.9%
Q2 2023$749,412
+4.8%
3,262
-1.3%
0.07%0.0%
Q1 2023$715,235
+8.1%
3,305
+0.2%
0.07%
+1.5%
Q4 2022$661,381
-10.3%
3,298
-12.7%
0.07%
-18.3%
Q3 2022$737,000
+2.1%
3,778
+3.1%
0.08%
+6.5%
Q2 2022$722,000
-33.7%
3,664
-16.5%
0.08%
-25.2%
Q1 2022$1,089,000
-19.9%
4,389
-9.0%
0.10%
-16.3%
Q4 2021$1,359,000
+0.3%
4,821
-0.3%
0.12%
-8.2%
Q3 2021$1,355,000
-3.3%
4,8350.0%0.13%
-6.3%
Q2 2021$1,401,000
-61.4%
4,835
-63.5%
0.14%
-63.4%
Q1 2021$3,633,000
+0.7%
13,229
-1.9%
0.39%
-6.2%
Q4 2020$3,609,000
+38.7%
13,482
+11.4%
0.42%
+19.8%
Q3 2020$2,602,000
+3.6%
12,106
-3.8%
0.35%
-3.3%
Q2 2020$2,511,000
+32.8%
12,5810.0%0.36%
+13.6%
Q1 2020$1,891,000
-24.4%
12,5810.0%0.32%
+2.9%
Q4 2019$2,500,000
+9.2%
12,5810.0%0.31%
+1.3%
Q3 2019$2,290,000
-8.8%
12,581
-6.7%
0.30%
-9.5%
Q2 2019$2,510,000
+2.3%
13,478
-1.2%
0.34%
-2.3%
Q1 2019$2,453,000
+20.7%
13,648
+1.1%
0.34%
+7.2%
Q4 2018$2,033,000
-22.2%
13,501
-3.2%
0.32%
-6.7%
Q3 2018$2,613,000
+3.1%
13,949
-3.2%
0.34%
+80.1%
Q2 2018$2,534,000
+1.4%
14,412
-5.5%
0.19%
-48.1%
Q1 2018$2,500,000
-2.8%
15,248
-4.7%
0.37%
-0.3%
Q4 2017$2,573,000
+5.4%
16,004
+0.1%
0.37%
+4.2%
Q3 2017$2,441,000
+0.6%
15,993
-4.0%
0.35%
-3.8%
Q2 2017$2,427,000
+3.6%
16,651
+0.0%
0.37%
-2.1%
Q1 2017$2,342,000
+7.9%
16,648
+2.1%
0.38%
+1.9%
Q4 2016$2,171,000
+1.1%
16,309
+0.1%
0.37%
-0.8%
Q3 2016$2,147,000
+6.4%
16,297
+0.0%
0.37%
+0.3%
Q2 2016$2,018,000
+1.0%
16,291
-3.0%
0.37%
-9.7%
Q1 2016$1,999,000
-0.4%
16,803
+1.7%
0.41%
-2.4%
Q4 2015$2,007,000
+13.4%
16,522
+9.9%
0.42%
+2.7%
Q3 2015$1,770,000
-10.2%
15,034
+2.4%
0.41%
-2.4%
Q2 2015$1,971,000
+6.4%
14,684
+4.4%
0.42%
+7.1%
Q1 2015$1,852,000
-46.2%
14,059
-48.6%
0.39%
+5.9%
Q4 2014$3,444,000
+169.1%
27,344
+157.0%
0.37%
+33.1%
Q3 2014$1,280,000
-5.6%
10,6410.0%0.28%
-5.4%
Q2 2014$1,356,000
+2.6%
10,6410.0%0.29%
-8.1%
Q1 2014$1,322,000
+36.1%
10,641
+34.0%
0.32%
+27.5%
Q4 2013$971,000
+6.8%
7,9410.0%0.25%
-2.3%
Q3 2013$909,000
+11.1%
7,9410.0%0.26%
+6.6%
Q2 2013$818,0007,9410.24%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Jentner Corp 85,208$22,807,00022.41%
Radnor Financial Advisors, LLC 141,213$37,797,00017.56%
BALASA DINVERNO & FOLTZ LLC 503,793$134,845,00011.19%
Summit Financial Strategies, Inc. 114,096$30,539,00010.49%
BHK Investment Advisors, LLC 73,207$19,595,0009.14%
CHOREO, LLC 409,770$109,679,0007.77%
Mosaic Family Wealth, LLC 76,405$20,450,0006.83%
AFFINITY WEALTH MANAGEMENT LLC 112,643$32,175,0006.79%
Bishop & Co Investment Management, LLC 45,510$12,181,0006.73%
RFG HOLDINGS, INC. 38,149$10,211,0006.67%
View complete list of VANGUARD INDEX FDS shareholders