J.P. Morgan Private Wealth Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 711 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 5.99 and the average weighting 0.6%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$17,141,305
-14.3%
80,032
-8.0%
0.05%
-52.9%
Q2 2023$19,992,836
-50.4%
87,024
-53.3%
0.10%
+20.9%
Q1 2023$40,315,885
+10.3%
186,294
+2.2%
0.09%
+4.9%
Q4 2022$36,557,239
+2.3%
182,294
-0.5%
0.08%
-11.8%
Q3 2022$35,734,000
+2.6%
183,132
+3.6%
0.09%
+4.5%
Q2 2022$34,834,000
-20.8%
176,794
-0.2%
0.09%
-6.3%
Q1 2022$43,959,000
-11.9%
177,162
+0.0%
0.10%
-11.2%
Q4 2021$49,907,000
-19.0%
177,106
-19.5%
0.11%
-29.1%
Q3 2021$61,603,000
+0.4%
219,884
+3.9%
0.15%
-5.0%
Q2 2021$61,345,000
+22.3%
211,688
+15.9%
0.16%
-1.9%
Q1 2021$50,175,000
+17.5%
182,688
+14.5%
0.16%
+17.4%
Q4 2020$42,720,000
+24.5%
159,605
-0.0%
0.14%
+3.0%
Q3 2020$34,316,000
+17.3%
159,662
+8.9%
0.13%
+0.8%
Q2 2020$29,260,000
+55.5%
146,594
+17.1%
0.13%
+24.3%
Q1 2020$18,816,000
-24.3%
125,189
+0.1%
0.11%
-5.3%
Q4 2019$24,848,000
+3.8%
125,052
-4.9%
0.11%
-9.6%
Q3 2019$23,928,000
+3.6%
131,441
+6.0%
0.12%
-0.8%
Q2 2019$23,089,000
+13.0%
123,994
+9.0%
0.13%
+17.8%
Q1 2019$20,439,000
+21.4%
113,728
+1.7%
0.11%
+4.9%
Q4 2018$16,842,000
-22.3%
111,839
-3.4%
0.10%
-3.8%
Q3 2018$21,679,000
+2.7%
115,730
-3.6%
0.11%
-10.2%
Q2 2018$21,100,000
+12.0%
120,022
+4.4%
0.12%
-7.1%
Q1 2018$18,845,000
+5.6%
114,943
+3.6%
0.13%
+7.6%
Q4 2017$17,853,000
+14.8%
110,992
+9.0%
0.12%
+5.4%
Q3 2017$15,547,000
+7.4%
101,852
+2.5%
0.11%
+1.8%
Q2 2017$14,475,000
+16.8%
99,329
+12.8%
0.11%
+14.6%
Q1 2017$12,389,000
+1418.3%
88,070
+1336.9%
0.10%
+1271.4%
Q4 2016$816,000
-27.6%
6,129
-28.3%
0.01%
-30.0%
Q3 2016$1,127,000
-52.7%
8,554
-55.6%
0.01%
-56.5%
Q2 2016$2,385,000
-9.6%
19,247
-13.2%
0.02%
-8.0%
Q1 2016$2,638,000
-5.4%
22,169
-3.4%
0.02%
-13.8%
Q4 2015$2,788,000
-29.6%
22,960
-31.7%
0.03%
-42.0%
Q3 2015$3,962,000
-32.3%
33,638
-22.8%
0.05%
-25.4%
Q2 2015$5,852,000
+7.0%
43,594
+5.1%
0.07%
+8.1%
Q1 2015$5,467,000
+980.4%
41,482
+933.2%
0.06%
+933.3%
Q4 2014$506,000
+28.1%
4,015
+22.2%
0.01%
+20.0%
Q3 2014$395,000
+16.5%
3,286
+23.6%
0.01%
-16.7%
Q2 2014$339,000
-21.0%
2,659
-23.0%
0.01%
-25.0%
Q1 2014$429,000
+2.9%
3,452
+1.2%
0.01%0.0%
Q4 2013$417,000
+27.5%
3,412
+19.4%
0.01%
+14.3%
Q3 2013$327,000
+15.1%
2,857
+3.5%
0.01%0.0%
Q2 2013$284,0002,7600.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
BALASA DINVERNO & FOLTZ LLC 593,133$72,030,00012.10%
Summit Financial Strategies, Inc. 108,754$13,207,00010.28%
Corrigan Financial, Inc. 65,016$7,895,6008.36%
Arrow Investment Advisors, LLC 173,821$21,109,0005.54%
MCMILLION CAPITAL MANAGEMENT INC 47,800$5,805,0004.35%
FORTE CAPITAL LLC /ADV 85,430$10,375,0004.25%
IBBOTSON ASSOCIATES INC 54,000$6,558,0003.39%
INSPIRION WEALTH ADVISORS, LLC 35,564$4,319,0003.17%
Stratos Wealth Partners, LTD. 293,962$35,699,0002.98%
Asset Management Group, Inc. 49,088$5,961,0002.70%
View complete list of VANGUARD INDEX FDS shareholders