Bartlett & Co. LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 825 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.48 and the average weighting 0.5%.

Quarter-by-quarter ownership
Bartlett & Co. LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$9,638
+13.4%
39,312
-0.9%
0.16%
+2.0%
Q3 2023$8,497
-6.4%
39,672
+0.4%
0.15%
-2.5%
Q2 2023$9,077
+2.9%
39,510
-3.1%
0.16%
-7.6%
Q1 2023$8,824
+6.6%
40,776
-1.3%
0.17%
+1.8%
Q4 2022$8,281
-99.9%
41,293
-3.2%
0.17%
-6.7%
Q3 2022$8,325,000
+5.6%
42,662
+6.6%
0.18%
+11.9%
Q2 2022$7,886,000
-21.5%
40,022
-1.2%
0.16%
-9.1%
Q1 2022$10,047,000
-12.2%
40,491
-0.3%
0.18%
-9.3%
Q4 2021$11,445,000
+0.2%
40,615
-0.3%
0.19%
-11.0%
Q3 2021$11,418,000
-8.5%
40,756
-5.4%
0.22%
-8.4%
Q2 2021$12,484,000
+3.6%
43,078
-1.8%
0.24%
-1.7%
Q1 2021$12,049,000
+0.8%
43,871
-1.8%
0.24%
-5.1%
Q4 2020$11,957,000
+24.0%
44,671
-0.5%
0.26%
+12.8%
Q3 2020$9,646,000
+7.1%
44,882
-0.5%
0.23%
-3.8%
Q2 2020$9,004,000
+31.6%
45,112
-0.9%
0.24%
+12.4%
Q1 2020$6,844,000
-21.2%
45,537
-4.5%
0.21%
-8.3%
Q3 2019$8,682,000
+6283.8%
47,695
+6433.6%
0.23%
+4460.0%
Q2 2019$136,000
+9.7%
730
+5.6%
0.01%0.0%
Q1 2019$124,000
+19.2%
6910.0%0.01%
+25.0%
Q4 2018$104,000
-24.1%
691
-5.5%
0.00%
-20.0%
Q3 2018$137,000
+6.2%
7310.0%0.01%0.0%
Q2 2018$129,000
+7.5%
7310.0%0.01%0.0%
Q1 2018$120,000
+1.7%
7310.0%0.01%0.0%
Q4 2017$118,000
+5.4%
7310.0%0.01%0.0%
Q3 2017$112,000
+4.7%
7310.0%0.01%0.0%
Q2 2017$107,000
-4.5%
731
-8.2%
0.01%0.0%
Q1 2017$112,000
+5.7%
7960.0%0.01%0.0%
Q4 2016$106,000
+10.4%
796
+8.9%
0.01%0.0%
Q3 2016$96,000
-19.3%
731
-23.7%
0.01%
-16.7%
Q2 2016$119,000
+50.6%
958
+43.8%
0.01%
+50.0%
Q1 2016$79,000
-2.5%
6660.0%0.00%0.0%
Q4 2015$81,000
+3.8%
6660.0%0.00%0.0%
Q3 2015$78,000
-12.4%
6660.0%0.00%0.0%
Q2 2015$89,000
+7.2%
666
+5.5%
0.00%0.0%
Q1 2015$83,000
+5.1%
6310.0%0.00%0.0%
Q4 2014$79,000
+107.9%
631
+99.7%
0.00%
+100.0%
Q3 2014$38,000
-5.0%
3160.0%0.00%0.0%
Q2 2014$40,000
+2.6%
3160.0%0.00%0.0%
Q1 2014$39,0000.0%3160.0%0.00%0.0%
Q4 2013$39,000
+8.3%
3160.0%0.00%0.0%
Q3 2013$36,000
+9.1%
3160.0%0.00%0.0%
Q2 2013$33,0003160.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
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