HBK Sorce Advisory LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,339 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 1.4%.

Quarter-by-quarter ownership
HBK Sorce Advisory LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,617,343
-4.2%
20,628
-0.5%
0.25%
-0.4%
Q2 2023$5,864,114
+12.7%
20,724
-0.6%
0.25%
+5.1%
Q1 2023$5,202,523
+56516.9%
20,857
-51.6%
0.24%
-4.5%
Q4 2022$9,189
-99.3%
43,120
+643.8%
0.25%
+197.6%
Q3 2022$1,240,000
+16.3%
5,797
+21.2%
0.08%
+5.1%
Q2 2022$1,066,000
-37.8%
4,782
-19.8%
0.08%
-16.0%
Q1 2022$1,715,000
+71.5%
5,963
+91.4%
0.09%
+84.3%
Q4 2021$1,000,000
+11.0%
3,115
+0.3%
0.05%
+2.0%
Q3 2021$901,000
-0.4%
3,105
-1.6%
0.05%0.0%
Q2 2021$905,000
+8.8%
3,156
-2.5%
0.05%0.0%
Q1 2021$832,000
+5.9%
3,237
+4.3%
0.05%
+2.0%
Q4 2020$786,000
+12.6%
3,103
+1.2%
0.05%
-2.0%
Q3 2020$698,000
+14.4%
3,067
+1.7%
0.05%
+11.1%
Q2 2020$610,000
+41.9%
3,016
+9.9%
0.04%
+7.1%
Q1 2020$430,000
-15.2%
2,745
-1.4%
0.04%
-4.5%
Q4 2019$507,000
-34.8%
2,784
-40.5%
0.04%
-40.5%
Q3 2019$778,000
+14.7%
4,679
+12.8%
0.07%
+13.8%
Q2 2019$678,000
-0.3%
4,148
-4.6%
0.06%
-4.4%
Q1 2019$680,000
+6.8%
4,347
-8.4%
0.07%
-6.8%
Q4 2018$637,000
-16.7%
4,744
-0.1%
0.07%
-15.1%
Q3 2018$765,000
+8.5%
4,750
+0.9%
0.09%
+6.2%
Q2 2018$705,000
-1.8%
4,708
-7.0%
0.08%
-10.0%
Q1 2018$718,000
-0.6%
5,062
-1.4%
0.09%
+5.9%
Q4 2017$722,000
+7.9%
5,135
+1.9%
0.08%
-15.8%
Q3 2017$669,000
-0.6%
5,038
-4.9%
0.10%
-6.5%
Q2 2017$673,000
+4.3%
5,2980.0%0.11%
-0.9%
Q1 2017$645,000
-5.3%
5,298
-13.2%
0.11%
-11.4%
Q4 2016$681,000
-0.7%
6,1060.0%0.12%
-9.6%
Q3 2016$686,000
+0.3%
6,106
-4.2%
0.14%
-6.8%
Q2 2016$684,000
-7.1%
6,376
-7.8%
0.15%
-15.6%
Q1 2016$736,000
+26.0%
6,913
+25.9%
0.17%
+13.1%
Q4 2015$584,000
+6.0%
5,4930.0%0.15%
-14.5%
Q3 2015$551,000
-6.3%
5,4930.0%0.18%
-10.5%
Q2 2015$588,000
+9.7%
5,493
+7.3%
0.20%
+9.3%
Q1 2015$536,000
-15.6%
5,121
-0.0%
0.18%
-16.4%
Q4 2014$635,000
+38.0%
5,122
+10.9%
0.22%
+31.9%
Q3 2014$460,000
+1.8%
4,620
+1.2%
0.17%
+5.7%
Q2 2014$452,000
+2.5%
4,567
-3.2%
0.16%
-2.5%
Q1 2014$441,000
-7.7%
4,718
-8.2%
0.16%
-6.4%
Q4 2013$478,000
+9.9%
5,1380.0%0.17%
-4.4%
Q3 2013$435,000
-44.2%
5,138
-48.5%
0.18%
+7.1%
Q2 2013$780,0009,9760.17%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Dougherty Wealth Advisers LLC 69,467$14,862,00029.40%
Jentner Corp 159,842$34,198,00027.30%
Bromfield Sneider Wealth Advisors 98,269$21,025,00024.86%
Safeguard Financial, LLC 110,078$23,551,00021.81%
Peninsula Wealth, LLC 238,358$50,997,00018.00%
Benchmark Wealth Management, LLC 107,069$22,907,00017.96%
NSI Retail Advisors, LLC 281,887$60,310,00017.86%
Axiom Advisory, LLC 70,154$15,011,00017.84%
Corrigan Financial, Inc. 210,823$45,105,62817.10%
EdgeRock Capital LLC 131,445$28,123,00016.02%
View complete list of VANGUARD INDEX FDS shareholders