HBK Sorce Advisory LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,271 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.70 and the average weighting 0.9%.

Quarter-by-quarter ownership
HBK Sorce Advisory LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$300,605
-41.0%
1,590
-37.9%
0.01%
-40.9%
Q2 2023$509,356
+9.6%
2,561
+4.4%
0.02%
+4.8%
Q1 2023$464,852
+52544.6%
2,452
-49.0%
0.02%
-12.5%
Q4 2022$883
-99.9%
4,810
+37.4%
0.02%
-40.0%
Q3 2022$598,000
+89.2%
3,501
+95.0%
0.04%
+73.9%
Q2 2022$316,000
-58.2%
1,795
-49.6%
0.02%
-43.9%
Q1 2022$756,000
-59.1%
3,558
-56.5%
0.04%
-56.4%
Q4 2021$1,849,000
+12.7%
8,180
+9.0%
0.09%
+4.4%
Q3 2021$1,641,000
-2.4%
7,502
+0.5%
0.09%
-3.2%
Q2 2021$1,682,000
-2.6%
7,465
-7.4%
0.09%
-9.7%
Q1 2021$1,727,000
+17.2%
8,064
+6.6%
0.10%
+13.2%
Q4 2020$1,473,000
-24.3%
7,565
-40.2%
0.09%
-34.1%
Q3 2020$1,945,000
-21.6%
12,647
-25.7%
0.14%
-25.0%
Q2 2020$2,481,000
+24.7%
17,024
-1.2%
0.18%
-4.7%
Q1 2020$1,989,000
-29.9%
17,229
+0.5%
0.19%
-22.2%
Q4 2019$2,839,000
+6.1%
17,139
-1.4%
0.25%
-3.1%
Q3 2019$2,675,000
-10.1%
17,382
-8.5%
0.26%
-10.8%
Q2 2019$2,975,000
+2.5%
18,987
-0.0%
0.29%
-1.0%
Q1 2019$2,902,000
+14.7%
18,990
-0.9%
0.29%
+0.3%
Q4 2018$2,530,000
-18.5%
19,164
+0.3%
0.29%
-17.4%
Q3 2018$3,106,000
-6.7%
19,104
-10.6%
0.35%
-8.6%
Q2 2018$3,328,000
+6.1%
21,379
+0.1%
0.38%
-2.8%
Q1 2018$3,138,000
+34.2%
21,360
+35.0%
0.39%
+42.8%
Q4 2017$2,339,000
+7.2%
15,827
+2.5%
0.28%
-16.1%
Q3 2017$2,181,000
+3.7%
15,436
-0.6%
0.33%
-2.4%
Q2 2017$2,104,000
+2.3%
15,526
+0.6%
0.34%
-3.4%
Q1 2017$2,057,000
+6.9%
15,433
+3.4%
0.35%
+0.3%
Q4 2016$1,924,000
-0.3%
14,920
-5.5%
0.35%
-9.4%
Q3 2016$1,930,000
+6.8%
15,795
+1.1%
0.38%
-0.8%
Q2 2016$1,807,000
+19.7%
15,624
+15.5%
0.39%
+9.0%
Q1 2016$1,509,000
+1.8%
13,533
+1.0%
0.36%
-8.3%
Q4 2015$1,482,000
+15.3%
13,394
+12.5%
0.39%
-7.2%
Q3 2015$1,285,000
+15.7%
11,907
+30.2%
0.42%
+10.3%
Q2 2015$1,111,000
+372.8%
9,142
+376.4%
0.38%
+372.5%
Q1 2015$235,0001,9190.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Trinity Financial Advisors LLC 221,702$47,432,00033.22%
Aufman Associates Inc 143,772$32,389,00024.98%
Chandler Asset Management, Inc. 287,915$64,861,00016.94%
Emerson Wealth, LLC 109,699$24,713,00013.62%
BLUESTEM FINANCIAL ADVISORS, LLC 88,273$19,886,00013.40%
McCarthy Grittinger Financial Group, LLC 136,444$30,738,17213.37%
MBE Wealth Management, LLC 112,879$25,429,00013.17%
BCK Partners, Inc. 85,967$19,367,00012.81%
Axiom Financial Strategies, LLC 105,847$23,845,00011.00%
Ellenbecker Investment Group 142,982$32,211,00010.57%
View complete list of VANGUARD INDEX FDS shareholders