Regal Investment Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,271 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.70 and the average weighting 0.9%.

Quarter-by-quarter ownership
Regal Investment Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,094,099
-2.7%
16,365
+2.4%
0.26%
-2.6%
Q2 2023$3,179,617
+6.6%
15,986
+1.6%
0.27%
+1.5%
Q1 2023$2,982,621
+22.2%
15,734
+18.3%
0.26%
+11.4%
Q4 2022$2,441,546
+5.7%
13,303
-1.5%
0.24%
-3.3%
Q3 2022$2,309,000
+0.1%
13,512
+3.2%
0.24%
+1.7%
Q2 2022$2,306,000
-17.9%
13,096
-0.9%
0.24%
-7.0%
Q1 2022$2,810,000
-4.7%
13,219
+1.4%
0.26%
-1.1%
Q4 2021$2,948,000
+7.7%
13,042
+4.2%
0.26%
-1.5%
Q3 2021$2,736,000
-8.7%
12,513
-6.0%
0.26%
-12.0%
Q2 2021$2,997,000
-0.3%
13,305
-13.8%
0.30%
-11.5%
Q4 2020$3,005,000
+15.7%
15,435
-13.4%
0.34%
-28.6%
Q2 2020$2,598,000
+1.1%
17,825
+14.9%
0.48%
+3.0%
Q4 2019$2,570,000
+6.2%
15,515
-1.4%
0.46%
-2.1%
Q3 2019$2,421,000
-2.3%
15,730
-0.5%
0.47%
-2.3%
Q2 2019$2,477,000
+9.8%
15,808
+7.1%
0.48%
+5.2%
Q1 2019$2,256,000
+4.1%
14,764
-10.1%
0.46%
-3.4%
Q4 2018$2,168,000
-10.2%
16,426
+10.6%
0.48%
-6.5%
Q3 2018$2,414,000
+80.6%
14,848
+72.9%
0.51%
+25.1%
Q2 2018$1,337,000
-38.5%
8,590
-41.9%
0.41%
-15.4%
Q1 2018$2,173,000
+27.2%
14,787
+27.9%
0.48%
+26.0%
Q4 2017$1,709,000
+7.1%
11,561
+2.4%
0.38%
+2.4%
Q3 2017$1,595,000
+21.4%
11,288
+16.5%
0.37%
+14.5%
Q2 2017$1,314,000
+17.3%
9,691
+15.3%
0.32%
+11.3%
Q1 2017$1,120,000
+13.0%
8,402
+9.3%
0.29%
+6.6%
Q4 2016$991,000
+2.3%
7,688
-3.1%
0.27%
-0.4%
Q3 2016$969,000
+6.5%
7,932
+0.9%
0.28%
+10.0%
Q2 2016$910,000
-17.9%
7,865
-20.9%
0.25%
-16.7%
Q1 2016$1,109,000
+6.1%
9,947
+5.3%
0.30%
+10.7%
Q4 2015$1,045,000
-2.6%
9,448
-5.0%
0.27%
-2.5%
Q3 2015$1,073,000
-14.4%
9,945
-3.6%
0.28%
-18.0%
Q2 2015$1,253,000
-4.1%
10,320
-3.2%
0.34%
+5.0%
Q1 2015$1,306,000
+4.5%
10,657
-0.5%
0.32%
-3.6%
Q4 2014$1,250,000
-0.9%
10,715
-6.0%
0.34%
-12.1%
Q3 2014$1,261,000
-6.6%
11,394
-1.1%
0.38%
-20.8%
Q2 2014$1,350,000
-0.5%
11,526
-4.0%
0.48%
-16.2%
Q1 2014$1,357,000
-4.4%
12,011
-7.0%
0.57%
-29.4%
Q4 2013$1,420,000
+0.4%
12,919
-6.3%
0.81%
-1.6%
Q3 2013$1,414,000
+10.6%
13,792
+1.0%
0.83%
+17.0%
Q2 2013$1,279,00013,6500.71%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 270,794$53,858,11927.31%
Aufman Associates Inc 147,943$29,424,40424.27%
Investments & Financial Planning, LLC 107,417$21,364,11418.50%
MBE Wealth Management, LLC 148,264$29,488,32515.85%
Whelan Financial 125,604$24,981,37513.06%
Family Investment Center, Inc. 99,242$19,738,14812.63%
BLUESTEM FINANCIAL ADVISORS, LLC 103,586$20,602,25812.46%
McCarthy Grittinger Financial Group, LLC 158,607$31,545,34212.20%
BCK Partners, Inc. 96,331$19,159,17311.98%
Brown Financial Advisory 71,177$14,156,48111.55%
View complete list of VANGUARD INDEX FDS shareholders