HBK Sorce Advisory LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,264 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 7.13 and the average weighting 0.9%.

Quarter-by-quarter ownership
HBK Sorce Advisory LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$271,489
-19.8%
3,588
-11.4%
0.01%
-14.3%
Q2 2023$338,485
+11.0%
4,051
+10.3%
0.01%0.0%
Q1 2023$305,073
+75788.8%
3,674
-24.6%
0.01%
+27.3%
Q4 2022$402
-99.9%
4,870
+80.0%
0.01%
-31.2%
Q1 2022$293,000
-13.8%
2,705
-7.8%
0.02%
-5.9%
Q4 2021$340,000
+9.3%
2,935
-4.0%
0.02%0.0%
Q3 2021$311,000
+9.5%
3,056
+9.5%
0.02%
+6.2%
Q2 2021$284,000
+37.2%
2,790
+23.6%
0.02%
+33.3%
Q1 2021$207,000
-19.8%
2,257
-25.8%
0.01%
-25.0%
Q4 2020$258,000
+20.6%
3,043
+12.5%
0.02%
+6.7%
Q3 2020$214,000
-63.1%
2,704
-67.4%
0.02%
-73.2%
Q1 2020$580,000
-33.6%
8,298
-11.9%
0.06%
-26.3%
Q4 2019$874,000
-2.3%
9,423
-1.9%
0.08%
-11.6%
Q3 2019$895,000
+8.9%
9,602
+2.1%
0.09%
+8.9%
Q2 2019$822,000
-0.5%
9,406
-1.0%
0.08%
-3.7%
Q1 2019$826,000
+17.7%
9,499
+0.9%
0.08%
+2.5%
Q4 2018$702,000
+232.7%
9,415
+259.5%
0.08%
+233.3%
Q3 2018$211,000
-17.9%
2,619
-17.0%
0.02%
-20.0%
Q2 2018$257,000
-31.1%
3,155
-36.1%
0.03%
-36.2%
Q1 2018$373,000
-8.6%
4,940
+0.5%
0.05%
-2.1%
Q4 2017$408,000
+101.0%
4,914
+101.1%
0.05%
+54.8%
Q3 2017$203,000
-1.9%
2,443
-1.6%
0.03%
-6.1%
Q2 2017$207,0002,4830.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2020
NameSharesValueWeighting ↓
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 6,262,424$527,985,00042.42%
Sterling Global Strategies LLC 125,307$10,593,00032.30%
Cassaday & Co Inc. 274,620$23,153,00027.32%
RFG Advisory, LLC 367,085$29,136,00022.20%
Gibson Capital, LLC 822,476$69,200,00020.58%
MOLLER WEALTH PARTNERS 376,305$31,726,00014.65%
Brouwer & Janachowski, LLC 359,744$30,330,00012.92%
VISTA CAPITAL PARTNERS, INC. 489,582$41,277,00012.77%
Tanglewood Wealth Management, Inc. 307,820$25,952,00012.55%
Mariner Wealth Advisors-NYC, LLC 303,385$25,578,00012.22%
View complete list of VANGUARD INDEX FDS shareholders