LPL Financial LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 385 filers reported holding VANGUARD INDEX FDS in Q4 2017. The put-call ratio across all filers is 0.54 and the average weighting 0.5%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$131,046,657
+1.3%
611,853
+8.6%
0.09%0.0%
Q2 2023$129,408,824
+16.4%
563,284
+9.7%
0.09%
+5.7%
Q1 2023$111,141,108
+15.0%
513,567
+6.5%
0.09%
+4.8%
Q4 2022$96,675,599
+4.9%
482,076
+2.1%
0.08%
-6.7%
Q3 2022$92,130,000
-3.5%
472,146
-2.6%
0.09%
-2.2%
Q2 2022$95,474,000
-16.2%
484,567
+5.5%
0.09%
-7.1%
Q1 2022$113,937,000
-14.5%
459,182
-2.9%
0.10%
-12.5%
Q4 2021$133,239,000
+1.9%
472,831
+1.3%
0.11%
-8.9%
Q3 2021$130,754,000
+9.7%
466,711
+13.4%
0.12%
+1.7%
Q2 2021$119,236,000
+6.0%
411,455
+0.4%
0.12%
-6.2%
Q1 2021$112,520,000
+4.6%
409,685
+1.9%
0.13%
-7.2%
Q4 2020$107,613,000
+26.6%
402,050
+1.7%
0.14%
+4.5%
Q3 2020$84,985,000
+11.7%
395,410
+3.7%
0.13%0.0%
Q2 2020$76,105,000
+37.7%
381,287
+3.7%
0.13%
+11.8%
Q1 2020$55,258,000
-21.0%
367,649
+4.4%
0.12%
-6.3%
Q4 2019$69,950,000
+15.6%
352,040
+5.9%
0.13%
+3.3%
Q3 2019$60,492,000
+3.5%
332,301
+5.8%
0.12%
-1.6%
Q2 2019$58,460,000
-0.2%
313,947
-3.7%
0.12%
-6.0%
Q1 2019$58,572,000
+19.9%
325,908
+0.5%
0.13%
+2.3%
Q4 2018$48,838,000
-21.5%
324,310
-2.3%
0.13%
-12.8%
Q3 2018$62,188,000
+15.7%
331,989
+8.6%
0.15%
+5.7%
Q2 2018$53,754,000
+6.2%
305,767
-1.0%
0.14%
+1.4%
Q1 2018$50,624,000
+9.4%
308,780
+7.3%
0.14%
-1.4%
Q4 2017$46,274,000
+15.3%
287,683
+9.4%
0.14%
-0.7%
Q3 2017$40,138,000
+2.0%
262,959
-2.6%
0.14%
-4.7%
Q2 2017$39,361,000
-7.7%
270,094
-11.6%
0.15%
-48.6%
Q1 2017$42,643,000
+1154.6%
305,472
+1098.8%
0.29%
+1015.4%
Q4 2016$3,399,000
-91.0%
25,481
-91.2%
0.03%
-92.8%
Q3 2016$37,793,000
+1790.6%
289,462
+1694.0%
0.36%
+2011.8%
Q2 2016$1,999,000
-97.0%
16,135
-97.2%
0.02%
-91.0%
Q1 2016$67,680,000
-27.7%
575,987
-26.5%
0.19%
-27.4%
Q4 2015$93,547,000
+89.6%
783,988
+94.1%
0.26%
-4.8%
Q3 2015$49,336,000
+9.5%
403,895
+19.8%
0.27%
+19.3%
Q2 2015$45,045,000
+2.8%
337,187
+2.7%
0.23%
+1.8%
Q1 2015$43,821,000
+20.9%
328,349
+14.1%
0.22%
+13.1%
Q4 2014$36,234,000
+13.0%
287,711
+6.4%
0.20%
+3.7%
Q3 2014$32,055,000
-0.8%
270,484
+6.6%
0.19%
+1.6%
Q2 2014$32,311,000
+0.9%
253,641
-1.6%
0.19%
-4.6%
Q1 2014$32,013,000
-0.2%
257,689
-1.8%
0.20%
-1.5%
Q4 2013$32,082,000
+15.4%
262,324
+9.2%
0.20%
+8.1%
Q3 2013$27,793,000
+55.5%
240,255
+38.3%
0.18%
+44.5%
Q2 2013$17,878,000173,6770.13%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2017
NameSharesValueWeighting ↓
Jentner Corp 85,208$22,807,00022.41%
Radnor Financial Advisors, LLC 141,213$37,797,00017.56%
BALASA DINVERNO & FOLTZ LLC 503,793$134,845,00011.19%
Summit Financial Strategies, Inc. 114,096$30,539,00010.49%
BHK Investment Advisors, LLC 73,207$19,595,0009.14%
CHOREO, LLC 409,770$109,679,0007.77%
Mosaic Family Wealth, LLC 76,405$20,450,0006.83%
AFFINITY WEALTH MANAGEMENT LLC 112,643$32,175,0006.79%
Bishop & Co Investment Management, LLC 45,510$12,181,0006.73%
RFG HOLDINGS, INC. 38,149$10,211,0006.67%
View complete list of VANGUARD INDEX FDS shareholders