HBK Sorce Advisory LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,744 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.7%.

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 Q1 2023
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 1,678,868$135,904,00045.71%
VISTA CAPITAL PARTNERS, INC. 1,254,886$101,583,00032.81%
INR ADVISORY SERVICES LLC 1,160,892$93,974,00019.27%
IBBOTSON ASSOCIATES INC 122,392$9,908,00013.61%
Garde Capital, Inc. 403,244$32,643,00012.84%
STRINGER ASSET MANAGEMENT, LLC 209,230$16,937,00010.49%
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 4,765,645$385,779,0009.78%
Blue Edge Capital, LLC 169,001$13,680,631,0009.28%
Lubar & Co., Inc 198,221$16,046,0008.86%
Financial Planning & Information Services, Inc. 161,040$13,036,0008.78%
View complete list of VANGUARD INDEX FDS shareholders