Ballentine Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 711 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 5.99 and the average weighting 0.6%.

Quarter-by-quarter ownership
Ballentine Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$542,946
-6.8%
2,5350.0%0.01%0.0%
Q2 2023$582,391
+8.7%
2,535
+2.4%
0.01%0.0%
Q1 2023$535,615
+7.9%
2,4750.0%0.01%
-13.3%
Q4 2022$496,337
+2.8%
2,4750.0%0.02%
-11.8%
Q3 2022$483,000
-1.0%
2,4750.0%0.02%0.0%
Q2 2022$488,000
-32.9%
2,475
-15.5%
0.02%
-26.1%
Q1 2022$727,000
-39.7%
2,930
-31.5%
0.02%
-36.1%
Q4 2021$1,206,000
+0.6%
4,2800.0%0.04%
-12.2%
Q3 2021$1,199,000
-3.3%
4,2800.0%0.04%
-4.7%
Q2 2021$1,240,000
+5.4%
4,2800.0%0.04%
-2.3%
Q1 2021$1,176,000
-59.4%
4,280
-60.5%
0.04%
-61.7%
Q4 2020$2,900,000
+466.4%
10,834
+355.2%
0.12%
+400.0%
Q3 2020$512,000
+7.8%
2,3800.0%0.02%0.0%
Q2 2020$475,000
+32.7%
2,3800.0%0.02%
+9.5%
Q1 2020$358,000
-24.3%
2,3800.0%0.02%0.0%
Q4 2019$473,000
+6.5%
2,380
-2.4%
0.02%0.0%
Q3 2019$444,000
-6.3%
2,438
-4.1%
0.02%
-8.7%
Q2 2019$474,000
+1.5%
2,543
-2.2%
0.02%
-4.2%
Q1 2019$467,000
+24.2%
2,599
+4.2%
0.02%
+9.1%
Q4 2018$376,000
-19.5%
2,4940.0%0.02%
-8.3%
Q3 2018$467,000
+6.6%
2,4940.0%0.02%0.0%
Q2 2018$438,000
+4.0%
2,494
-2.8%
0.02%0.0%
Q1 2018$421,000
+1.9%
2,5660.0%0.02%
+4.3%
Q4 2017$413,000
-18.4%
2,566
-22.6%
0.02%
-17.9%
Q3 2017$506,000
-3.4%
3,316
-5.0%
0.03%
-26.3%
Q2 2017$524,000
+9.6%
3,492
+2.8%
0.04%
+11.8%
Q1 2017$478,000
+35.0%
3,396
+27.7%
0.03%
+25.9%
Q4 2016$354,000
+0.9%
2,6600.0%0.03%
-6.9%
Q3 2016$351,000
+6.4%
2,6600.0%0.03%
+3.6%
Q2 2016$330,000
+4.1%
2,6600.0%0.03%0.0%
Q1 2016$317,000
-1.9%
2,6600.0%0.03%
-9.7%
Q4 2015$323,000
+3.2%
2,6600.0%0.03%
-6.1%
Q3 2015$313,000
-12.3%
2,6600.0%0.03%
-5.7%
Q2 2015$357,000
+1.7%
2,6600.0%0.04%
+2.9%
Q1 2015$351,000
+4.8%
2,6600.0%0.03%
-12.8%
Q4 2014$335,000
+4.7%
2,6600.0%0.04%
+2.6%
Q3 2014$320,000
-5.6%
2,6600.0%0.04%
-5.0%
Q2 2014$339,000
+2.7%
2,6600.0%0.04%
+2.6%
Q1 2014$330,000
+1.5%
2,6600.0%0.04%
+5.4%
Q4 2013$325,000
+6.9%
2,6600.0%0.04%0.0%
Q3 2013$304,000
+10.9%
2,6600.0%0.04%0.0%
Q2 2013$274,0002,6600.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
BALASA DINVERNO & FOLTZ LLC 593,133$72,030,00012.10%
Summit Financial Strategies, Inc. 108,754$13,207,00010.28%
Corrigan Financial, Inc. 65,016$7,895,6008.36%
Arrow Investment Advisors, LLC 173,821$21,109,0005.54%
MCMILLION CAPITAL MANAGEMENT INC 47,800$5,805,0004.35%
FORTE CAPITAL LLC /ADV 85,430$10,375,0004.25%
IBBOTSON ASSOCIATES INC 54,000$6,558,0003.39%
INSPIRION WEALTH ADVISORS, LLC 35,564$4,319,0003.17%
Stratos Wealth Partners, LTD. 293,962$35,699,0002.98%
Asset Management Group, Inc. 49,088$5,961,0002.70%
View complete list of VANGUARD INDEX FDS shareholders