PHILLIPS FINANCIAL MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VXF and the CUSIP is 922908652. A total of 151 filers reported holding VANGUARD INDEX FDS in Q1 2014. The put-call ratio across all filers is 0.28 and the average weighting 0.5%.

Quarter-by-quarter ownership
PHILLIPS FINANCIAL MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,477,651
-4.8%
10,309
-1.2%
0.14%
-2.8%
Q2 2023$1,552,957
+6.7%
10,434
+0.5%
0.14%
+2.1%
Q1 2023$1,455,898
+6.1%
10,384
+0.6%
0.14%
+0.7%
Q4 2022$1,371,704
+5.0%
10,324
+0.5%
0.14%
-2.8%
Q3 2022$1,306,000
-10.7%
10,273
-8.0%
0.14%
-9.4%
Q2 2022$1,463,000
-22.2%
11,161
-1.7%
0.16%
-10.7%
Q1 2022$1,881,000
-12.2%
11,357
-3.1%
0.18%
-15.2%
Q4 2021$2,142,000
+3.8%
11,716
+3.6%
0.21%
-1.9%
Q3 2021$2,063,000
-3.3%
11,311
+0.0%
0.21%
-2.7%
Q2 2021$2,133,000
+4.4%
11,310
-2.1%
0.22%
-12.4%
Q1 2021$2,044,000
+4.6%
11,556
-2.6%
0.25%
-6.0%
Q4 2020$1,954,000
+20.8%
11,868
-4.9%
0.27%
+5.5%
Q3 2020$1,618,000
+7.4%
12,476
-2.0%
0.25%
+2.4%
Q2 2020$1,507,000
+53.6%
12,731
+10.4%
0.25%
+26.7%
Q1 2020$981,000
-44.3%
11,536
-17.5%
0.20%
-32.5%
Q4 2019$1,761,000
+8.3%
13,978
+0.0%
0.29%
+1.0%
Q3 2019$1,626,000
-2.4%
13,975
+0.0%
0.29%
-6.2%
Q2 2019$1,666,000
+1.5%
13,972
-0.6%
0.30%
-2.6%
Q1 2019$1,641,000
+52.9%
14,060
+40.4%
0.31%
+33.2%
Q3 2017$1,073,000
+9.6%
10,017
+0.0%
0.24%
-0.8%
Q1 2017$979,000
-12.5%
10,014
-12.5%
0.24%
-15.4%
Q4 2016$1,119,000
+11.6%
11,451
+1.2%
0.28%
+4.9%
Q3 2016$1,003,000
+0.2%
11,318
+0.0%
0.27%
-0.4%
Q2 2016$1,001,000
+0.7%
11,315
-5.4%
0.27%
-2.9%
Q1 2016$994,000
+1.5%
11,956
-8.3%
0.28%
-6.8%
Q4 2015$979,000
-10.7%
13,042
+0.0%
0.30%
-7.5%
Q3 2015$1,096,000
-9.3%
13,037
+0.1%
0.32%
-4.2%
Q2 2015$1,208,000
-6.4%
13,029
-5.8%
0.33%
-5.4%
Q1 2015$1,290,000
+3.9%
13,835
-3.9%
0.35%
-0.8%
Q4 2014$1,241,000
+5.0%
14,390
-3.2%
0.36%
-0.3%
Q3 2014$1,182,000
-14.8%
14,868
-7.6%
0.36%
-13.8%
Q2 2014$1,388,000
+4.6%
16,083
+0.5%
0.41%
-0.7%
Q1 2014$1,327,000
+2.6%
15,997
+1.6%
0.42%
-2.8%
Q4 2013$1,294,000
+6.3%
15,742
+0.5%
0.43%
-0.5%
Q3 2013$1,217,00015,6590.43%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2014
NameSharesValueWeighting ↓
FCG ADVISORS, LLC 260,840$30,930,0009.76%
FC Advisory LLC 120,008$14,308,0008.87%
Van Cleef Asset Management,Inc 321,928$38,174,0008.39%
Bridgeworth, LLC 157,884$18,722,0007.10%
Harfst & Associates, Inc. 134,685$15,971,0006.52%
RESTON WEALTH MANAGEMENT LLC 54,770$6,495,0005.10%
First National Bank of South Miami 41,901$5,052,0004.73%
Sargent Bickham Lagudis LLC 331,645$39,326,0004.67%
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 753,000$89,290,0004.05%
SMITH CAPITAL MANAGEMENT INC /AR/ADV 46,166$5,474,0004.01%
View complete list of VANGUARD INDEX FDS shareholders