HBK Sorce Advisory LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,752 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.06 and the average weighting 2.6%.

Quarter-by-quarter ownership
HBK Sorce Advisory LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$19,822,059
-1.1%
93,320
+2.5%
0.87%
+3.1%
Q2 2023$20,045,861
+8.1%
91,002
+0.2%
0.85%
+0.7%
Q1 2023$18,541,119
+51809.7%
90,843
-51.4%
0.84%
-12.5%
Q4 2022$35,718
-99.8%
186,812
+100.1%
0.96%
-14.3%
Q3 2022$16,752,000
+310.5%
93,337
+331.3%
1.12%
+272.4%
Q2 2022$4,081,000
-81.7%
21,639
-77.9%
0.30%
-75.3%
Q1 2022$22,255,000
-10.7%
97,748
-5.3%
1.22%
-3.5%
Q4 2021$24,929,000
+3.3%
103,247
-5.0%
1.26%
-5.2%
Q3 2021$24,138,000
+0.3%
108,697
+0.7%
1.33%
+0.2%
Q2 2021$24,064,000
+3.8%
107,995
-3.7%
1.33%
-3.9%
Q1 2021$23,176,000
-0.7%
112,133
-6.5%
1.38%
-4.1%
Q4 2020$23,331,000
+18.6%
119,865
+3.7%
1.44%
+3.1%
Q3 2020$19,680,000
+6.6%
115,559
-2.0%
1.40%
+2.4%
Q2 2020$18,453,000
+35.3%
117,887
+11.4%
1.36%
+2.9%
Q1 2020$13,637,000
-21.1%
105,787
+0.1%
1.33%
-12.0%
Q4 2019$17,285,000
+9.4%
105,643
+1.0%
1.51%
-0.3%
Q3 2019$15,801,000
-1.1%
104,643
-1.7%
1.51%
-1.9%
Q2 2019$15,973,000
+3.2%
106,420
-0.5%
1.54%
-0.3%
Q1 2019$15,484,000
+17.2%
106,997
+3.4%
1.55%
+2.4%
Q4 2018$13,210,000
-1.4%
103,500
+15.7%
1.51%0.0%
Q3 2018$13,391,000
+6.6%
89,479
+0.0%
1.51%
+4.4%
Q2 2018$12,563,000
+3.3%
89,459
-0.2%
1.45%
-5.2%
Q1 2018$12,165,000
-2.8%
89,633
-1.7%
1.53%
+3.4%
Q4 2017$12,511,000
+5.6%
91,148
-0.4%
1.48%
-17.5%
Q3 2017$11,852,000
+0.6%
91,509
-3.4%
1.79%
-5.3%
Q2 2017$11,787,000
-10.0%
94,714
-12.3%
1.89%
-14.9%
Q1 2017$13,100,000
+10.5%
107,977
+5.1%
2.22%
+3.7%
Q4 2016$11,850,000
+9.6%
102,761
+5.8%
2.14%
-0.3%
Q3 2016$10,809,000
+1.9%
97,084
-1.9%
2.15%
-5.3%
Q2 2016$10,607,000
+7.1%
98,979
+3.7%
2.27%
-2.7%
Q1 2016$9,904,000
+2.9%
95,465
+3.5%
2.33%
-7.2%
Q4 2015$9,623,000
+1.5%
92,260
-3.9%
2.51%
-18.3%
Q3 2015$9,479,000
-8.7%
96,014
-1.0%
3.08%
-12.8%
Q2 2015$10,378,000
+0.8%
96,974
+1.0%
3.53%
+0.6%
Q1 2015$10,296,000
+4.7%
95,998
+4.0%
3.51%
+3.6%
Q4 2014$9,830,000
+11.8%
92,314
+6.3%
3.39%
+6.6%
Q3 2014$8,791,000
+6.0%
86,837
+6.5%
3.18%
+10.3%
Q2 2014$8,296,000
-2.7%
81,515
-6.8%
2.88%
-7.5%
Q1 2014$8,528,000
+10.0%
87,490
+8.2%
3.11%
+11.6%
Q4 2013$7,755,000
+47.4%
80,846
+31.2%
2.79%
+28.3%
Q3 2013$5,260,000
-45.9%
61,616
-47.6%
2.17%
+3.5%
Q2 2013$9,728,000117,6762.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Symetra Investment Management Co 400,339$91,145,000100.00%
Rainwater Charitable Foundation 565,280$128,697,00085.29%
Monashee Investment Management LLC 1,137,100$259,065,00075.03%
Ebor Charitable Trust 109,944$25,031,00067.78%
Kinsale Capital Group, Inc. 338,125$76,981,00064.53%
Cabot-Wellington, LLC 524,832$119,554,74259.13%
Gibson Capital, LLC 947,666$215,624,00053.98%
Beacon Wealthcare LLC 465,024$105,872,00052.17%
VIEWPOINT INVESTMENT PARTNERS CORP 270,273$65,254,00051.75%
Avalon Advisory Group 428,772$97,619,00051.34%
View complete list of VANGUARD INDEX FDS shareholders