Capital Advisors, Ltd. LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 711 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 5.99 and the average weighting 0.6%.

Quarter-by-quarter ownership
Capital Advisors, Ltd. LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$149
-6.9%
6970.0%0.02%
-4.2%
Q2 2023$160
+6.0%
6970.0%0.02%
-4.0%
Q1 2023$151
+7.9%
6970.0%0.02%
+4.2%
Q4 2022$140
-99.9%
6970.0%0.02%
-7.7%
Q3 2022$136,000
-0.7%
6970.0%0.03%0.0%
Q2 2022$137,000
-25.1%
697
-5.7%
0.03%
-13.3%
Q1 2022$183,000
-14.5%
739
-2.9%
0.03%
-14.3%
Q4 2021$214,000
+0.5%
7610.0%0.04%
-7.9%
Q3 2021$213,000
-3.6%
7610.0%0.04%
-5.0%
Q2 2021$221,000
+5.7%
7610.0%0.04%
+5.3%
Q1 2021$209,000
+16.1%
761
+13.2%
0.04%
-5.0%
Q4 2020$180,000
+25.0%
6720.0%0.04%
+11.1%
Q3 2020$144,000
+14.3%
672
+6.3%
0.04%
+9.1%
Q2 2020$126,000
+37.0%
632
+3.6%
0.03%
+13.8%
Q1 2020$92,000
+5.7%
610
+39.0%
0.03%
+31.8%
Q4 2019$87,000
+31.8%
439
+18.3%
0.02%
+22.2%
Q3 2019$66,000
+6.5%
371
+10.7%
0.02%0.0%
Q2 2019$62,000
+3.3%
3350.0%0.02%
+12.5%
Q1 2019$60,000
+20.0%
3350.0%0.02%
+6.7%
Q4 2018$50,000
-20.6%
3350.0%0.02%
-16.7%
Q3 2018$63,000
+6.8%
3350.0%0.02%0.0%
Q2 2018$59,000
+7.3%
3350.0%0.02%0.0%
Q1 2018$55,000
-6.8%
335
-8.5%
0.02%
-5.3%
Q4 2017$59,000
+5.4%
3660.0%0.02%
-5.0%
Q3 2017$56,000
+5.7%
3660.0%0.02%
+5.3%
Q2 2017$53,000
+3.9%
3660.0%0.02%
-5.0%
Q1 2017$51,000
+4.1%
3660.0%0.02%0.0%
Q4 2016$49,000
+2.1%
3660.0%0.02%
-4.8%
Q3 2016$48,000
+6.7%
3660.0%0.02%0.0%
Q2 2016$45,000
+12.5%
366
+9.3%
0.02%
+5.0%
Q1 2016$40,000
-2.4%
3350.0%0.02%
-4.8%
Q4 2015$41,000
+5.1%
3350.0%0.02%
-4.5%
Q3 2015$39,000
-13.3%
3350.0%0.02%
-4.3%
Q2 2015$45,000
+2.3%
3350.0%0.02%0.0%
Q1 2015$44,000
+4.8%
3350.0%0.02%0.0%
Q4 2014$42,000
-31.1%
335
-35.0%
0.02%
-34.3%
Q3 2014$61,000
-7.6%
5150.0%0.04%
-5.4%
Q2 2014$66,000
+3.1%
5150.0%0.04%
-2.6%
Q1 2014$64,000
+1.6%
5150.0%0.04%
-9.5%
Q4 2013$63,0005150.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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