LMCG INVESTMENTS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 838 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.4%.

Quarter-by-quarter ownership
LMCG INVESTMENTS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$12,441,931
-8.3%
58,091
-1.6%
0.84%
-4.4%
Q2 2023$13,569,134
+0.6%
59,063
-5.2%
0.88%
-2.3%
Q1 2023$13,485,589
+59.4%
62,315
+47.8%
0.90%
+52.5%
Q4 2022$8,457,775
+2.8%
42,175
+0.0%
0.59%
-2.0%
Q3 2022$8,228,000
-0.1%
42,167
+0.9%
0.60%
+6.0%
Q2 2022$8,235,000
-19.8%
41,795
+1.0%
0.57%
-4.5%
Q1 2022$10,270,000
+41.2%
41,390
-33.0%
0.60%
+281.4%
Q3 2015$7,274,000
-14.2%
61,765
-2.2%
0.16%
-14.8%
Q2 2015$8,479,000
-2.5%
63,162
-4.3%
0.18%
+0.5%
Q1 2015$8,695,000
+12.5%
65,981
+7.5%
0.18%
+7.7%
Q4 2014$7,730,000
+2.7%
61,378
-1.8%
0.17%0.0%
Q3 2014$7,525,000
-5.7%
62,528
-0.2%
0.17%
-1.7%
Q2 2014$7,982,000
-2.6%
62,657
-5.0%
0.17%
-5.5%
Q1 2014$8,196,000
-1.5%
65,975
-3.0%
0.18%
+2.8%
Q4 2013$8,319,000
+4.2%
68,014
-2.4%
0.18%
-8.3%
Q3 2013$7,980,000
+7.6%
69,720
-3.2%
0.19%
-0.5%
Q2 2013$7,416,00072,0390.19%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Jentner Corp 117,818$17,708,00023.18%
Radnor Financial Advisors, LLC 125,322$18,835,00016.01%
DWM Financial Group, Inc. 32,814$4,932,00010.84%
BALASA DINVERNO & FOLTZ LLC 544,919$81,901,00010.30%
Summit Financial Strategies, Inc. 119,655$17,984,0009.75%
BHK Investment Advisors, LLC 73,738$11,083,0007.89%
Mosaic Family Wealth, LLC 84,664$12,725,0006.45%
CHOREO, LLC 332,173$49,926,0006.14%
INSPIRION WEALTH ADVISORS, LLC 79,427$11,938,0005.89%
Bishop & Co Investment Management, LLC 42,325$8,410,0005.63%
View complete list of VANGUARD INDEX FDS shareholders