HBK Sorce Advisory LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 900 filers reported holding VANGUARD INDEX FDS in Q2 2019. The put-call ratio across all filers is 0.20 and the average weighting 1.2%.

Quarter-by-quarter ownership
HBK Sorce Advisory LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$970,705
-9.4%
7,038
-6.6%
0.04%
-4.4%
Q2 2023$1,070,834
+17.5%
7,536
+14.2%
0.04%
+9.8%
Q1 2023$911,479
+10149.4%
6,600
-89.6%
0.04%
-82.8%
Q4 2022$8,893
-98.3%
63,350
+1398.3%
0.24%
+582.9%
Q3 2022$522,000
-15.5%
4,228
+1.0%
0.04%
+2.9%
Q1 2022$618,000
-1.1%
4,185
-1.4%
0.03%
+6.2%
Q4 2021$625,000
+153.0%
4,246
+133.2%
0.03%
+128.6%
Q3 2021$247,000
+14.9%
1,821
+16.3%
0.01%
+16.7%
Q2 2021$215,000
+3.9%
1,566
-0.4%
0.01%0.0%
Q1 2021$207,000
-11.2%
1,572
-32.9%
0.01%
-29.4%
Q2 2020$233,000
-15.3%
2,344
-4.9%
0.02%
-34.6%
Q3 2019$275,000
+8.7%
2,466
+5.0%
0.03%
+4.0%
Q1 2019$253,000
+6.8%
2,348
+2.0%
0.02%
-16.7%
Q1 2018$237,000
-39.5%
2,301
-37.6%
0.03%
-34.8%
Q4 2017$392,0003,6890.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2019
NameSharesValueWeighting ↓
Peninsula Wealth, LLC 458,742$54,980,00025.45%
Permanens Capital L.P. 834,780$100,048,00025.13%
VISTA CAPITAL PARTNERS, INC. 1,027,804$123,182,00023.06%
Cornerstone Management, Inc. 364,210$43,650,56918.51%
JONES FINANCIAL COMPANIES LLLP 75,825,475$9,087,684,00018.18%
Brickley Wealth Management 401,848$48,162,00017.55%
CAPITAL WEALTH MANAGEMENT, LLC 140,172$16,800,00017.14%
TL Private Wealth 155,748$18,760,00016.22%
CBIZ Investment Advisory Services, LLC 1,252,314$150,841,00016.02%
Cable Hill Partners, LLC 397,717$47,666,00014.35%
View complete list of VANGUARD INDEX FDS shareholders