Asset Management Group, Inc. - 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
Asset Management Group, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$13,904,638
-7.4%
64,920
-0.7%
3.06%
-4.0%
Q2 2023$15,015,736
+5.2%
65,360
-0.9%
3.19%
+0.2%
Q1 2023$14,274,087
+8.2%
65,959
+0.3%
3.18%
+2.7%
Q4 2022$13,193,382
+3.0%
65,789
+0.2%
3.10%
-3.2%
Q3 2022$12,815,000
-0.8%
65,672
+0.2%
3.20%
+3.3%
Q2 2022$12,915,000
-21.1%
65,547
-0.6%
3.10%
-9.5%
Q1 2022$16,366,000
-12.1%
65,959
-0.2%
3.42%
-6.4%
Q4 2021$18,621,000
-1.0%
66,081
-1.5%
3.66%
-5.2%
Q3 2021$18,800,000
-4.9%
67,105
-1.6%
3.86%
-5.6%
Q2 2021$19,765,000
+5.3%
68,203
-0.2%
4.09%
+0.6%
Q1 2021$18,765,000
+6.5%
68,324
+3.8%
4.06%
-5.2%
Q4 2020$17,627,000
+24.5%
65,854
-0.0%
4.29%
+3.6%
Q3 2020$14,160,000
+11.3%
65,882
+3.3%
4.14%
+2.9%
Q2 2020$12,725,000
+34.6%
63,750
+1.3%
4.02%
+12.8%
Q1 2020$9,454,000
-22.5%
62,901
+2.5%
3.57%
-3.3%
Q4 2019$12,191,000
+10.8%
61,355
+1.6%
3.69%
-2.2%
Q3 2019$10,998,000
+18.4%
60,416
+21.1%
3.77%
+14.3%
Q2 2019$9,292,000
+6.6%
49,902
+2.9%
3.30%
+4.4%
Q1 2019$8,713,000
+28.9%
48,480
+8.0%
3.16%
+13.8%
Q4 2018$6,761,000
-19.8%
44,894
-0.3%
2.78%
-2.8%
Q3 2018$8,433,000
+5.0%
45,017
-1.5%
2.86%
+1.7%
Q2 2018$8,035,000
+6.1%
45,703
-1.0%
2.81%
+3.5%
Q1 2018$7,570,000
+0.9%
46,172
-1.0%
2.71%
+0.3%
Q4 2017$7,505,000
+5.1%
46,658
-0.3%
2.70%
+1.0%
Q3 2017$7,140,000
+5.2%
46,780
+0.5%
2.68%
+2.1%
Q2 2017$6,784,000
+3.3%
46,550
-0.3%
2.62%
+1.0%
Q1 2017$6,565,000
+5.2%
46,669
-0.5%
2.60%
+1.4%
Q4 2016$6,242,000
+1.4%
46,884
+0.4%
2.56%
+0.2%
Q3 2016$6,153,000
+6.1%
46,688
-0.3%
2.56%
+1.7%
Q2 2016$5,801,000
+0.7%
46,822
-3.3%
2.52%
-1.5%
Q1 2016$5,759,000
-3.4%
48,397
-1.4%
2.55%
-5.6%
Q4 2015$5,961,000
+4.0%
49,088
+0.9%
2.70%
+0.7%
Q3 2015$5,730,000
-14.5%
48,654
-2.6%
2.68%
-11.2%
Q2 2015$6,705,000
+1.1%
49,944
-0.8%
3.02%
-1.7%
Q1 2015$6,633,000
+3.7%
50,331
-0.9%
3.08%
-4.5%
Q4 2014$6,399,000
+12.5%
50,807
+7.5%
3.22%
+6.1%
Q3 2014$5,689,000
-6.1%
47,268
-0.6%
3.04%
-7.1%
Q2 2014$6,058,000
+1.8%
47,554
-0.7%
3.27%
-4.3%
Q1 2014$5,948,000
+5.7%
47,879
+4.0%
3.42%
-0.3%
Q4 2013$5,629,000
+6.9%
46,023
+0.0%
3.43%
-0.0%
Q3 2013$5,267,000
+9.7%
46,017
-1.4%
3.43%
+3.9%
Q2 2013$4,803,00046,6583.30%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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