PHILLIPS FINANCIAL MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VXF and the CUSIP is 922908652. A total of 22 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

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 Q4 2023
NameSharesValueWeighting ↓
OIKOS HOLDINGS LLC 444,100$62,262,82025.94%
ACT WEALTH MANAGEMENT, LLC 187,391$26,272,24615.62%
Gleason Group, Inc. 232,366$32,577,7829.35%
MAYPORT, LLC 90,193$12,644,9957.91%
FC Advisory LLC 125,042$17,530,9437.74%
Van Cleef Asset Management,Inc 331,156$46,428,0907.25%
Applied Capital LLC 75,129$10,533,0907.03%
Firestone Capital Management 124,777$17,493,7436.30%
James J. Burns & Company, LLC 169,944$23,8256.14%
CYPRESS FINANCIAL PLANNING LLC 66,613$9,310,6035.67%
View complete list of VANGUARD INDEX FDS shareholders