Oakworth Capital, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 297 filers reported holding VANGUARD INDEX FDS in Q4 2016. The put-call ratio across all filers is 0.45 and the average weighting 0.6%.

Quarter-by-quarter ownership
Oakworth Capital, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2020$91,000
+31.9%
4560.0%0.02%0.0%
Q1 2020$69,000
-24.2%
4560.0%0.02%0.0%
Q4 2019$91,000
+9.6%
4560.0%0.02%0.0%
Q3 2019$83,000
-3.5%
456
-0.9%
0.02%0.0%
Q2 2019$86,000
+4.9%
460
+0.9%
0.02%
-5.9%
Q1 2019$82,000
-6.8%
456
-22.1%
0.02%
-15.0%
Q4 2018$88,000
-20.0%
5850.0%0.02%
-9.1%
Q3 2018$110,000
+6.8%
5850.0%0.02%
+4.8%
Q2 2018$103,000
+7.3%
5850.0%0.02%
-8.7%
Q1 2018$96,000
-11.9%
585
-13.7%
0.02%
-11.5%
Q4 2017$109,000
+9.0%
6780.0%0.03%0.0%
Q3 2017$100,000
-48.7%
678
-49.3%
0.03%
-50.9%
Q2 2017$195,000
+3.7%
1,3370.0%0.05%
-1.9%
Q1 2017$188,000
+5.6%
1,3370.0%0.05%
-8.5%
Q4 2016$178,000
-1.1%
1,337
-2.1%
0.06%
-4.8%
Q3 2016$180,000
+14.6%
1,365
+7.6%
0.06%
+5.1%
Q2 2016$157,000
+4.0%
1,2680.0%0.06%
-1.7%
Q1 2016$151,000
-1.9%
1,2680.0%0.06%
-6.2%
Q4 2015$154,000
+5.5%
1,268
+2.3%
0.06%
-16.9%
Q3 2015$146,000
-12.6%
1,2400.0%0.08%
-2.5%
Q2 2015$167,000
+3.1%
1,2400.0%0.08%
+5.3%
Q1 2015$162,000
+3.8%
1,2400.0%0.08%
-7.4%
Q4 2014$156,000
-0.6%
1,2400.0%0.08%
-12.0%
Q3 2014$157,000
-0.6%
1,2400.0%0.09%
-4.2%
Q2 2014$158,000
+2.6%
1,2400.0%0.10%
-5.0%
Q1 2014$154,000
+1.3%
1,2400.0%0.10%
-5.6%
Q4 2013$152,0001,2400.11%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2016
NameSharesValueWeighting ↓
Jentner Corp 148,492$27,815,00023.08%
BALASA DINVERNO & FOLTZ LLC 616,202$115,427,00012.97%
Summit Financial Strategies, Inc. 117,608$22,030,00010.04%
Q3 Asset Management 23,613$4,423,0008.54%
Wechter Feldman Wealth Management, Inc. 73,722$13,810,0008.44%
BHK Investment Advisors, LLC 55,425$10,382,0006.99%
Corrigan Financial, Inc. 50,700$9,497,2046.82%
INSPIRION WEALTH ADVISORS, LLC 78,512$14,707,0006.24%
Towerpoint Wealth, LLC 39,389$7,378,0006.13%
Mosaic Family Wealth, LLC 84,172$13,860,0005.67%
View complete list of VANGUARD INDEX FDS shareholders