North Star Investment Management Corp. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 241 filers reported holding VANGUARD INDEX FDS in Q3 2015. The put-call ratio across all filers is 3.91 and the average weighting 0.5%.

Quarter-by-quarter ownership
North Star Investment Management Corp. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$193,251
-4.1%
7730.0%0.01%0.0%
Q1 2024$201,433
+7.9%
773
+0.1%
0.01%0.0%
Q4 2023$186,723
+12.9%
7720.0%0.01%0.0%
Q3 2023$165,316
-6.7%
7720.0%0.01%0.0%
Q2 2023$177,264
-17.7%
772
-22.5%
0.01%
-22.2%
Q1 2023$215,516
+7.9%
9960.0%0.02%0.0%
Q4 2022$199,695
-6.7%
996
-9.0%
0.02%
-14.3%
Q3 2022$214,000
-0.5%
1,095
+0.1%
0.02%
+5.0%
Q2 2022$215,000
+12.0%
1,094
+41.2%
0.02%
+33.3%
Q1 2022$192,000
+15.7%
775
+31.4%
0.02%
+25.0%
Q4 2021$166,000
+0.6%
5900.0%0.01%
-7.7%
Q3 2021$165,000
-3.5%
5900.0%0.01%
-7.1%
Q2 2021$171,000
+5.6%
5900.0%0.01%
-6.7%
Q1 2021$162,000
+11.7%
590
+9.3%
0.02%0.0%
Q4 2020$145,000
+25.0%
5400.0%0.02%
+7.1%
Q3 2020$116,000
+7.4%
5400.0%0.01%0.0%
Q2 2020$108,000
+33.3%
5400.0%0.01%
+16.7%
Q1 2020$81,000
+68.8%
540
+125.0%
0.01%
+140.0%
Q4 2019$48,000
+9.1%
2400.0%0.01%0.0%
Q3 2019$44,000
+2.3%
2400.0%0.01%0.0%
Q1 2019$43,000
+19.4%
2400.0%0.01%0.0%
Q4 2018$36,000
-20.0%
2400.0%0.01%0.0%
Q3 2018$45,000
+7.1%
2400.0%0.01%0.0%
Q2 2018$42,000
+40.0%
240
+33.3%
0.01%
+25.0%
Q1 2018$30,000
+25.0%
180
+20.0%
0.00%
+33.3%
Q4 2017$24,000
+4.3%
1500.0%0.00%0.0%
Q3 2017$23,000
+4.5%
1500.0%0.00%0.0%
Q2 2017$22,000
+4.8%
1500.0%0.00%0.0%
Q1 2017$21,000
+5.0%
1500.0%0.00%0.0%
Q4 2016$20,0000.0%1500.0%0.00%
-25.0%
Q3 2016$20,000
+66.7%
150
+50.0%
0.00%
+100.0%
Q2 2016$12,0000.0%1000.0%0.00%0.0%
Q1 2016$12,0000.0%1000.0%0.00%0.0%
Q4 2015$12,0000.0%1000.0%0.00%0.0%
Q3 2015$12,000
-7.7%
1000.0%0.00%0.0%
Q2 2015$13,0000.0%1000.0%0.00%0.0%
Q1 2015$13,0000.0%1000.0%0.00%0.0%
Q4 2014$13,000
+8.3%
1000.0%0.00%0.0%
Q3 2014$12,000
-7.7%
1000.0%0.00%
-33.3%
Q2 2014$13,000
+8.3%
1000.0%0.00%0.0%
Q1 2014$12,0001000.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2015
NameSharesValueWeighting ↓
Jentner Corp 96,232$19,208,00021.84%
Radnor Financial Advisors, LLC 146,624$29,266,00017.53%
BALASA DINVERNO & FOLTZ LLC 532,524$106,292,00011.79%
Summit Financial Strategies, Inc. 120,481$24,048,00010.69%
CABANA LLC 544,737$108,730,0009.99%
BHK Investment Advisors, LLC 75,875$15,145,0008.95%
Foundations Investment Advisors, LLC 462,492$93,206,0008.25%
CHOREO, LLC 361,514$72,158,0006.98%
Mosaic Family Wealth, LLC 81,771$16,322,0006.75%
INSPIRION WEALTH ADVISORS, LLC 79,457$15,860,0006.23%
View complete list of VANGUARD INDEX FDS shareholders