HBK Sorce Advisory LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,562 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.

Quarter-by-quarter ownership
HBK Sorce Advisory LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$867,594
-5.6%
4,166
-0.2%
0.04%
-2.6%
Q2 2023$918,691
-6.0%
4,173
-9.9%
0.04%
-11.4%
Q1 2023$976,846
+62238.6%
4,631
-39.8%
0.04%
+4.8%
Q4 2022$1,567
-99.6%
7,688
+244.8%
0.04%
+50.0%
Q3 2022$419,000
+54.0%
2,230
+61.8%
0.03%
+40.0%
Q2 2022$272,000
-49.9%
1,378
-39.6%
0.02%
-33.3%
Q1 2022$543,000
-10.4%
2,282
-4.0%
0.03%
-3.2%
Q4 2021$606,000
-11.8%
2,377
-18.1%
0.03%
-18.4%
Q3 2021$687,000
+3.9%
2,901
+4.2%
0.04%
+5.6%
Q2 2021$661,000
-12.2%
2,784
-18.2%
0.04%
-20.0%
Q1 2021$753,000
+23.6%
3,404
+15.5%
0.04%
+18.4%
Q4 2020$609,000
-59.3%
2,947
-65.3%
0.04%
-64.2%
Q3 2020$1,495,000
-31.0%
8,482
-35.9%
0.11%
-33.8%
Q2 2020$2,168,000
+22.3%
13,224
-1.7%
0.16%
-7.0%
Q1 2020$1,772,000
-24.3%
13,458
+2.4%
0.17%
-15.7%
Q4 2019$2,342,000
+4.7%
13,145
-1.5%
0.20%
-4.7%
Q3 2019$2,236,000
+1.3%
13,339
+1.0%
0.21%
+0.5%
Q2 2019$2,207,000
-0.2%
13,201
-4.1%
0.21%
-3.6%
Q1 2019$2,212,000
+14.5%
13,763
-1.5%
0.22%0.0%
Q4 2018$1,932,000
-15.5%
13,979
+0.4%
0.22%
-14.3%
Q3 2018$2,286,000
-5.5%
13,925
-9.3%
0.26%
-7.5%
Q2 2018$2,420,000
+2.2%
15,355
-0.1%
0.28%
-6.1%
Q1 2018$2,369,000
-25.0%
15,364
-24.7%
0.30%
-20.4%
Q4 2017$3,158,000
+8.5%
20,404
+3.1%
0.37%
-15.0%
Q3 2017$2,910,000
+3.8%
19,796
+0.7%
0.44%
-2.2%
Q2 2017$2,803,000
+3.0%
19,665
+0.6%
0.45%
-2.6%
Q1 2017$2,721,000
+41.1%
19,544
+33.4%
0.46%
+32.1%
Q4 2016$1,929,000
-13.5%
14,651
-14.9%
0.35%
-21.2%
Q3 2016$2,229,000
+5.8%
17,218
+1.1%
0.44%
-1.8%
Q2 2016$2,106,000
+20.1%
17,038
+17.8%
0.45%
+9.2%
Q1 2016$1,754,000
+0.9%
14,468
-0.1%
0.41%
-9.0%
Q4 2015$1,739,000
+15.0%
14,479
+11.7%
0.45%
-7.5%
Q3 2015$1,512,000
+29.3%
12,959
+41.2%
0.49%
+23.7%
Q2 2015$1,169,000
+195.9%
9,176
+208.0%
0.40%
+194.1%
Q1 2015$395,000
+53.1%
2,979
+42.6%
0.14%
+51.7%
Q4 2014$258,0002,0890.09%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Fidato Wealth LLC 100,238$19,754,00025.80%
BCK Partners, Inc. 112,539$22,167,00015.51%
Divergent Planning, LLC 104,832$20,649,00014.84%
JMG Financial Group, Ltd. 1,171,697$230,789,00014.31%
TL Private Wealth 116,040$23,062,00013.44%
Northwest Quadrant Wealth Management, LLC 206,103$41,192,00012.76%
Lake Point Wealth Management 112,787$22,216,00012.62%
Axiom Financial Strategies, LLC 118,989$23,437,00012.33%
Larson Financial Group LLC 353,148$69,560,00012.03%
Riverpoint Wealth Management Holdings, LLC 144,559$28,474,00011.46%
View complete list of VANGUARD INDEX FDS shareholders