HBK Sorce Advisory LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 691 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.49 and the average weighting 0.9%.

Quarter-by-quarter ownership
HBK Sorce Advisory LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,642,502
-3.5%
33,9440.0%0.29%
+0.3%
Q2 2023$6,881,128
+11.5%
33,944
+2.7%
0.29%
+3.9%
Q1 2023$6,174,071
+44484.6%
33,050
-58.4%
0.28%
-24.9%
Q4 2022$13,848
-95.2%
79,494
+4419.3%
0.37%
+1863.2%
Q3 2022$288,000
-46.7%
1,759
-43.9%
0.02%
-52.5%
Q2 2022$540,000
-94.7%
3,134
-93.6%
0.04%
-92.8%
Q1 2022$10,151,000
-28.1%
48,690
-23.8%
0.56%
-22.3%
Q4 2021$14,121,000
+10.5%
63,891
+0.4%
0.71%
+1.4%
Q3 2021$12,781,000
-1.3%
63,612
-1.4%
0.70%
-1.4%
Q2 2021$12,948,000
+12.8%
64,499
+4.2%
0.71%
+4.4%
Q1 2021$11,475,000
+15.7%
61,925
+9.7%
0.68%
+11.6%
Q4 2020$9,920,000
+25.7%
56,449
+11.9%
0.61%
+9.3%
Q3 2020$7,891,000
+23.2%
50,444
+12.6%
0.56%
+18.4%
Q2 2020$6,406,000
+66.5%
44,798
+72.2%
0.47%
+41.1%
Q4 2019$3,847,000
+8.5%
26,020
+0.1%
0.34%
-0.9%
Q3 2019$3,545,000
+6.5%
26,000
+5.3%
0.34%
+5.6%
Q2 2019$3,328,000
-0.2%
24,700
-3.8%
0.32%
-3.6%
Q1 2019$3,333,000
+16.0%
25,675
+19.3%
0.33%
+2.8%
Q3 2018$2,874,000
+3.0%
21,523
-5.4%
0.32%
-1.5%
Q4 2017$2,789,000
+87.9%
22,750
+65.8%
0.33%
+30.6%
Q1 2017$1,484,000
+11.7%
13,725
+5.8%
0.25%
+5.0%
Q4 2016$1,328,000
+12.5%
12,975
+9.0%
0.24%
+2.1%
Q3 2016$1,180,000
+3.4%
11,9000.0%0.24%
-3.7%
Q2 2016$1,141,000
-1.3%
11,900
-3.3%
0.24%
-10.3%
Q1 2016$1,156,00012,3000.27%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Carlson Capital Management 626,880$59,441,00022.58%
Kistler-Tiffany Companies, LLC 218,935$20,759,00012.46%
MOLLER WEALTH PARTNERS 178,912$16,964,0007.70%
Transamerica Financial Advisors, Inc. 1,095,715$103,896,0007.44%
COLDSTREAM CAPITAL MANAGEMENT INC 281,273$26,670,0006.97%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 444,742$42,170,0005.64%
Financial Advisory Group 95,337$9,037,0004.52%
MONETTA FINANCIAL SERVICES INC 76,000$7,206,0004.09%
Ballentine Partners, LLC 437,784$41,511,0004.04%
Creative Planning 4,680,415$443,797,0004.03%
View complete list of VANGUARD INDEX FDS shareholders