CAPTRUST FINANCIAL ADVISORS - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 819 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.5%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,710,110
+3.8%
35,998
+11.4%
0.03%0.0%
Q2 2023$7,424,743
+6.8%
32,318
+0.6%
0.03%
-6.5%
Q1 2023$6,954,835
+6.4%
32,137
-1.4%
0.03%
-6.1%
Q4 2022$6,533,891
+5.9%
32,581
+3.1%
0.03%
-8.3%
Q3 2022$6,168,000
+54.4%
31,608
+55.9%
0.04%
+38.5%
Q2 2022$3,995,000
-22.2%
20,278
-2.1%
0.03%
-21.2%
Q1 2022$5,137,000
+1.7%
20,704
+15.5%
0.03%
-5.7%
Q4 2021$5,052,000
+3.4%
17,929
+2.8%
0.04%
-14.6%
Q3 2021$4,887,000
+232.7%
17,442
+244.1%
0.04%
+192.9%
Q2 2021$1,469,000
+15.1%
5,069
+9.2%
0.01%0.0%
Q1 2021$1,276,000
+6.2%
4,644
+3.5%
0.01%
-12.5%
Q4 2020$1,201,000
+43.7%
4,489
+17.2%
0.02%
+14.3%
Q3 2020$836,000
-26.0%
3,831
-31.9%
0.01%
-26.3%
Q2 2020$1,129,000
+105.3%
5,624
+44.8%
0.02%
+58.3%
Q1 2020$550,000
-63.5%
3,885
-48.5%
0.01%
-50.0%
Q4 2019$1,507,000
+16.4%
7,547
+6.1%
0.02%
-46.7%
Q3 2019$1,295,000
+10.0%
7,115
+12.7%
0.04%
+2.3%
Q2 2019$1,177,000
-3.4%
6,312
-6.8%
0.04%
-10.2%
Q1 2019$1,219,000
+44.3%
6,774
+20.7%
0.05%
+8.9%
Q4 2018$845,000
+17.4%
5,614
+46.2%
0.04%
+40.6%
Q3 2018$720,000
+6.7%
3,8400.0%0.03%
-13.5%
Q2 2018$675,000
+1.2%
3,840
-8.0%
0.04%
-9.8%
Q1 2018$667,000
+37.5%
4,174
+38.5%
0.04%
+41.4%
Q4 2017$485,000
-72.5%
3,013
-73.6%
0.03%
-61.3%
Q3 2017$1,765,000
+72.9%
11,404
+62.7%
0.08%
-41.4%
Q2 2017$1,021,000
+3.5%
7,008
-0.0%
0.13%
+28.0%
Q1 2017$986,000
+6.5%
7,009
+0.8%
0.10%
+19.0%
Q4 2016$926,000
+489.8%
6,954
+448.9%
0.08%
+366.7%
Q3 2016$157,000
-81.6%
1,267
-81.6%
0.02%
-80.9%
Q2 2016$852,000
-0.7%
6,878
-4.6%
0.09%
+3.3%
Q1 2016$858,000
-2.1%
7,209
-0.1%
0.09%
-3.2%
Q4 2015$876,000
+126.4%
7,213
+119.6%
0.09%
+80.8%
Q3 2015$387,000
-59.8%
3,285
-54.1%
0.05%
-65.6%
Q2 2015$962,000
-99.9%
7,164
-2.9%
0.15%
-14.2%
Q1 2015$972,410,000
+90021.4%
7,379
-13.9%
0.18%
-15.8%
Q4 2014$1,079,000
+12.7%
8,571
+7.8%
0.21%
-21.1%
Q3 2014$957,000
-5.6%
7,951
-0.1%
0.26%
+14.2%
Q2 2014$1,014,000
+0.2%
7,959
-2.3%
0.23%
+11.0%
Q1 2014$1,012,000
+16.1%
8,148
+14.2%
0.21%
+40.3%
Q4 2013$872,000
+6.9%
7,133
+0.0%
0.15%
-30.7%
Q3 2013$816,000
+30.8%
7,132
+17.6%
0.22%
+12.0%
Q2 2013$624,0006,0640.19%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Jentner Corp 85,208$22,807,00022.41%
Radnor Financial Advisors, LLC 141,213$37,797,00017.56%
BALASA DINVERNO & FOLTZ LLC 503,793$134,845,00011.19%
Summit Financial Strategies, Inc. 114,096$30,539,00010.49%
BHK Investment Advisors, LLC 73,207$19,595,0009.14%
CHOREO, LLC 409,770$109,679,0007.77%
Mosaic Family Wealth, LLC 76,405$20,450,0006.83%
AFFINITY WEALTH MANAGEMENT LLC 112,643$32,175,0006.79%
Bishop & Co Investment Management, LLC 45,510$12,181,0006.73%
RFG HOLDINGS, INC. 38,149$10,211,0006.67%
View complete list of VANGUARD INDEX FDS shareholders