Ballentine Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VXF and the CUSIP is 922908652. A total of 647 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.5%.

Quarter-by-quarter ownership
Ballentine Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$11,910,902
-6.1%
83,101
-2.4%
0.28%
-3.8%
Q2 2023$12,678,270
+1.2%
85,186
-4.7%
0.29%
-7.6%
Q1 2023$12,528,167
+1.1%
89,359
-4.2%
0.32%
-14.4%
Q4 2022$12,390,424
-4.1%
93,259
-8.2%
0.37%
-17.7%
Q3 2022$12,918,000
-44.9%
101,628
-43.2%
0.45%
-46.1%
Q2 2022$23,446,000
-21.7%
178,844
-1.1%
0.83%
-11.6%
Q1 2022$29,950,000
-14.1%
180,789
-5.2%
0.94%
-10.0%
Q4 2021$34,865,000
+6.6%
190,666
+6.3%
1.04%
-6.0%
Q3 2021$32,700,000
+3.5%
179,314
+7.1%
1.11%
+1.6%
Q2 2021$31,587,000
+11.8%
167,488
+4.9%
1.09%
+4.1%
Q1 2021$28,247,000
+20.5%
159,668
+12.2%
1.05%
+12.8%
Q4 2020$23,445,000
+49.3%
142,364
+17.6%
0.93%
+33.9%
Q3 2020$15,705,000
+9.0%
121,070
-0.5%
0.69%
+0.7%
Q2 2020$14,406,000
+746.9%
121,733
+547.9%
0.69%
+596.0%
Q1 2020$1,701,000
-29.8%
18,790
-2.2%
0.10%
-10.0%
Q4 2019$2,422,000
+7.4%
19,222
-0.8%
0.11%
+3.8%
Q3 2019$2,255,000
-1.9%
19,3860.0%0.11%
-3.6%
Q2 2019$2,299,000
+2.7%
19,3860.0%0.11%
-5.2%
Q1 2019$2,238,000
+15.7%
19,3860.0%0.12%
+3.6%
Q4 2018$1,935,000
-28.8%
19,386
-12.5%
0.11%
-21.1%
Q3 2018$2,717,000
-10.2%
22,155
-13.7%
0.14%
-15.5%
Q2 2018$3,024,000
-1.9%
25,670
-7.1%
0.17%
-2.9%
Q1 2018$3,084,000
-15.2%
27,645
-15.0%
0.17%
-13.1%
Q4 2017$3,635,000
+4.3%
32,5360.0%0.20%
+3.6%
Q3 2017$3,486,000
-48.1%
32,536
-49.2%
0.19%
-60.8%
Q2 2017$6,714,000
+96.7%
64,011
+87.3%
0.49%
+102.5%
Q1 2017$3,413,000
+4.2%
34,1700.0%0.24%
-4.3%
Q4 2016$3,277,000
+5.1%
34,1700.0%0.25%0.0%
Q3 2016$3,119,000
+6.9%
34,1700.0%0.25%
+2.8%
Q2 2016$2,919,000
-10.8%
34,170
-13.5%
0.25%
-14.6%
Q1 2016$3,273,000
-1.2%
39,5250.0%0.29%
-10.8%
Q4 2015$3,312,000
+2.7%
39,5250.0%0.32%
-4.7%
Q3 2015$3,226,000
-11.3%
39,5250.0%0.34%
-4.2%
Q2 2015$3,636,000
-0.7%
39,525
-0.1%
0.35%
-1.4%
Q1 2015$3,660,000
+5.3%
39,5800.0%0.36%
-10.5%
Q4 2014$3,475,000
+5.0%
39,5800.0%0.40%
+2.3%
Q3 2014$3,308,000
-4.8%
39,5800.0%0.39%
-4.6%
Q2 2014$3,473,000
-0.4%
39,580
-3.6%
0.41%
+0.7%
Q1 2014$3,488,000
+2.7%
41,0500.0%0.41%
+7.1%
Q4 2013$3,395,000
+7.2%
41,0500.0%0.38%
-1.8%
Q3 2013$3,166,000
+10.4%
41,0500.0%0.39%
+0.5%
Q2 2013$2,867,00041,0500.39%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
ACT WEALTH MANAGEMENT, LLC 149,880$27,407,00015.78%
Freedman Financial Associates, Inc. 122,791$22,454,00015.34%
Tower Wealth Partners, Inc. 74,003$13,532,00013.71%
CWS Financial Advisors, LLC 209,161$38,247,00013.48%
SWM Advisors 170,400$28,914,00012.65%
Gleason Group, Inc. 196,416$35,917,00011.72%
Bridgeworth, LLC 264,525$48,371,00010.68%
Engrave Wealth Partners LLC 165,971$30,349,0008.76%
FC Advisory LLC 113,713$20,793,0008.69%
MAYPORT, LLC 63,233$11,563,0008.60%
View complete list of VANGUARD INDEX FDS shareholders