HBK Sorce Advisory LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,551 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.60 and the average weighting 1.4%.

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 Q4 2021
NameSharesValueWeighting ↓
Saudi Central Bank 756,686$111,316,000100.00%
Permanens Capital L.P. 1,059,590$126,049,00026.53%
VISTA CAPITAL PARTNERS, INC. 1,029,045$122,415,00020.29%
Peninsula Wealth, LLC 426,094$50,688,00019.02%
Cornerstone Management, Inc. 462,881$55,064,32417.41%
Foster Group, Inc. 789,564$92,916,00017.19%
JONES FINANCIAL COMPANIES LLLP 75,927,528$9,032,339,00016.54%
CBIZ Investment Advisory Services, LLC 1,502,129$178,691,00016.54%
TL Private Wealth 211,915$26,099,00016.50%
Jacobsen Capital Management 230,886$27,466,00016.28%
View complete list of VANGUARD INDEX FDS shareholders