Carnegie Capital Asset Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 506 filers reported holding VANGUARD INDEX FDS in Q3 2019. The put-call ratio across all filers is 0.30 and the average weighting 0.5%.

Quarter-by-quarter ownership
Carnegie Capital Asset Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,100,535
+18.3%
9,807
+26.9%
0.08%
+22.7%
Q2 2023$1,775,959
+7.1%
7,730
+0.9%
0.07%0.0%
Q1 2023$1,657,973
+7.9%
7,661
-0.1%
0.07%0.0%
Q4 2022$1,537,184
+3.5%
7,665
+0.7%
0.07%
-7.0%
Q3 2022$1,485,000
-2.0%
7,609
-1.0%
0.07%
+4.4%
Q2 2022$1,515,000
-24.7%
7,688
-5.2%
0.07%
-6.8%
Q1 2022$2,013,000
-5.7%
8,111
+7.0%
0.07%
+4.3%
Q4 2021$2,135,000
+94.3%
7,577
+93.1%
0.07%
+70.7%
Q3 2021$1,099,000
-1.3%
3,924
+2.2%
0.04%
-2.4%
Q2 2021$1,113,000
+8.5%
3,840
+2.8%
0.04%
-2.3%
Q1 2021$1,026,000
+93.6%
3,736
+88.6%
0.04%
+79.2%
Q4 2020$530,000
-3.8%
1,981
-22.7%
0.02%
-14.3%
Q3 2020$551,000
+5.8%
2,564
-1.7%
0.03%
-6.7%
Q2 2020$521,000
+35.0%
2,609
+1.7%
0.03%
+11.1%
Q1 2020$386,000
-25.5%
2,566
-1.6%
0.03%
-10.0%
Q4 2019$518,000
+0.8%
2,609
-7.6%
0.03%
-9.1%
Q3 2019$514,000
-5.9%
2,825
-3.6%
0.03%
-8.3%
Q2 2019$546,0000.0%2,931
-3.6%
0.04%
-5.3%
Q1 2019$546,000
+17.2%
3,040
-1.8%
0.04%
-11.6%
Q4 2018$466,000
-9.2%
3,096
+0.6%
0.04%
+2.4%
Q3 2018$513,000
-7.1%
3,078
+1.5%
0.04%0.0%
Q2 2018$552,0000.0%3,032
-5.2%
0.04%
-8.7%
Q1 2018$552,000
+10.4%
3,200
+2.4%
0.05%
+4.5%
Q4 2017$500,000
+115.5%
3,125
+108.3%
0.04%
+63.0%
Q3 2017$232,000
-1.7%
1,500
-7.1%
0.03%
-6.9%
Q2 2017$236,000
+1.7%
1,6140.0%0.03%0.0%
Q1 2017$232,000
+13.2%
1,614
+5.6%
0.03%
-19.4%
Q2 2015$205,000
-0.5%
1,5290.0%0.04%0.0%
Q1 2015$206,0001,5290.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2019
NameSharesValueWeighting ↓
Jentner Corp 160,172$25,929,00022.78%
BALASA DINVERNO & FOLTZ LLC 624,600$100,467,00014.89%
Summit Financial Strategies, Inc. 117,734$18,937,0009.91%
BHK Investment Advisors, LLC 56,754$9,129,0007.70%
Corrigan Financial, Inc. 55,366$8,905,5457.47%
MATHER GROUP, LLC. 409,308$65,837,0007.32%
Towerpoint Wealth, LLC 27,803$4,472,0005.92%
INSPIRION WEALTH ADVISORS, LLC 71,836$11,555,0005.61%
Brickley Wealth Management 52,464$8,439,0004.48%
Mosaic Family Wealth, LLC 75,236$12,102,0004.40%
View complete list of VANGUARD INDEX FDS shareholders