HARBOR INVESTMENT ADVISORY, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 745 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.68 and the average weighting 0.5%.

Quarter-by-quarter ownership
HARBOR INVESTMENT ADVISORY, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$408,655
-11.4%
1,908
-5.0%
0.05%
-17.2%
Q2 2023$461,318
+1.2%
2,008
-4.7%
0.06%
-5.9%
Q1 2023$455,759
+37.5%
2,106
+27.4%
0.07%
+30.8%
Q4 2022$331,493
+29.0%
1,653
+25.7%
0.05%
+23.8%
Q3 2022$257,000
+51.2%
1,315
+52.0%
0.04%
+55.6%
Q2 2022$170,000
+21.4%
865
+53.1%
0.03%
+42.1%
Q1 2022$140,000
-11.9%
5650.0%0.02%
-5.0%
Q4 2021$159,000
+6.0%
565
+5.2%
0.02%0.0%
Q3 2021$150,000
-3.8%
5370.0%0.02%
-4.8%
Q2 2021$156,000
+6.1%
5370.0%0.02%
-4.5%
Q1 2021$147,000
+2.1%
5370.0%0.02%
-4.3%
Q4 2020$144,000
+25.2%
5370.0%0.02%
+4.5%
Q3 2020$115,000
+12.7%
537
+5.3%
0.02%0.0%
Q2 2020$102,000
+32.5%
5100.0%0.02%
+4.8%
Q1 2020$77,000
-23.0%
510
+1.2%
0.02%
-8.7%
Q4 2019$100,0005040.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
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