Catalyst Capital Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,087 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 0.25 and the average weighting 0.7%.

Quarter-by-quarter ownership
Catalyst Capital Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$61,855,952
-57.0%
327,159
-54.8%
1.73%
-58.6%
Q2 2023$143,951,212
+4.9%
723,7730.0%4.18%
-0.2%
Q1 2023$137,198,410
+9.3%
723,773
+5.8%
4.18%
+2.7%
Q4 2022$125,518,601
+18.6%
683,876
+10.4%
4.08%
+2.2%
Q3 2022$105,828,000
+16.1%
619,205
+19.7%
3.99%
+4.7%
Q2 2022$91,131,000
+10.2%
517,469
+33.0%
3.81%
+7.0%
Q1 2022$82,691,000
+12.3%
389,096
+19.5%
3.56%
+4.9%
Q4 2021$73,611,000
+8.7%
325,700
+5.1%
3.39%
-0.1%
Q3 2021$67,744,000
-1.1%
309,799
+1.9%
3.40%
+0.4%
Q2 2021$68,485,000
+11.6%
303,999
+6.0%
3.38%
-0.6%
Q1 2021$61,383,000
-2.0%
286,730
-10.9%
3.40%
-2.6%
Q4 2020$62,633,000
-5.1%
321,725
-25.0%
3.49%
-6.2%
Q3 2020$66,010,000
-10.6%
429,196
-15.3%
3.72%
-2.2%
Q2 2020$73,835,000
-9.5%
506,690
-28.3%
3.81%
-6.7%
Q1 2020$81,627,000
-59.2%
707,095
-41.4%
4.08%
-36.5%
Q4 2019$199,977,000
+7.4%
1,207,296
-0.2%
6.42%
+2.6%
Q3 2019$186,190,000
-23.5%
1,209,891
-22.2%
6.26%
-22.0%
Q2 2019$243,497,000
+10.8%
1,554,304
+8.1%
8.02%
+4.7%
Q1 2019$219,798,000
+6.6%
1,438,469
-7.9%
7.66%
-0.3%
Q4 2018$206,127,000
-13.5%
1,561,686
+6.6%
7.69%
-1.6%
Q3 2018$238,214,000
+4.4%
1,465,2090.0%7.82%
-2.9%
Q2 2018$228,089,000
+5.4%
1,465,209
-0.5%
8.05%
+3.3%
Q1 2018$216,444,000
-0.6%
1,473,2100.0%7.79%
-3.4%
Q4 2017$217,740,000
+10.4%
1,473,210
+5.5%
8.06%
-6.5%
Q3 2017$197,262,000
+4.3%
1,395,8520.0%8.63%
+6.7%
Q2 2017$189,194,000
+31.2%
1,395,852
+29.0%
8.09%
+12.9%
Q1 2017$144,196,000
+61.5%
1,081,904
+56.3%
7.17%
+25.5%
Q4 2016$89,266,000
+61.3%
692,199
+52.8%
5.71%
-6.5%
Q3 2016$55,331,000452,8626.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2019
NameSharesValueWeighting ↓
Trinity Financial Advisors LLC 214,530$45,776,00030.62%
Aufman Associates Inc 142,058$31,064,00025.55%
Chandler Asset Management, Inc. 284,345$62,178,00016.28%
MBE Wealth Management, LLC 122,106$26,701,00013.60%
Emerson Wealth, LLC 109,619$23,970,00013.36%
BLUESTEM FINANCIAL ADVISORS, LLC 90,893$19,876,00012.99%
McCarthy Grittinger Financial Group, LLC 151,364$33,098,74212.73%
BCK Partners, Inc. 88,920$19,444,00012.35%
Ellenbecker Investment Group 155,596$34,024,00010.64%
Whelan Financial 51,149$11,185,00010.22%
View complete list of VANGUARD INDEX FDS shareholders