Joel Isaacson & Co., LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 758 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 1.69 and the average weighting 0.5%.

Quarter-by-quarter ownership
Joel Isaacson & Co., LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,301,385
-6.7%
15,414
+0.1%
0.23%
-4.6%
Q2 2023$3,537,281
+10.3%
15,397
+3.9%
0.24%
+3.0%
Q1 2023$3,205,679
+14.7%
14,813
+6.3%
0.23%
+7.0%
Q4 2022$2,794,507
+83.2%
13,935
+78.3%
0.22%
+62.9%
Q3 2022$1,525,000
+0.9%
7,817
+1.9%
0.13%
+3.9%
Q2 2022$1,511,000
-25.6%
7,669
-10.9%
0.13%
-14.8%
Q1 2022$2,031,000
+3.4%
8,607
+23.5%
0.15%
+10.4%
Q4 2021$1,964,000
+11.6%
6,971
+11.0%
0.14%
+1.5%
Q3 2021$1,760,000
-4.1%
6,281
-0.8%
0.13%
-7.0%
Q2 2021$1,835,000
+6.4%
6,334
+0.9%
0.14%
-5.3%
Q1 2021$1,725,000
+1.8%
6,279
-0.8%
0.15%
-9.0%
Q4 2020$1,695,000
+24.8%
6,332
+0.2%
0.17%
-6.2%
Q3 2020$1,358,000
+30.1%
6,319
+20.8%
0.18%
+18.8%
Q2 2020$1,044,000
+88.1%
5,231
+41.6%
0.15%
+53.6%
Q1 2020$555,000
-53.2%
3,693
-38.2%
0.10%
-37.8%
Q4 2019$1,187,000
+9.2%
5,976
+0.1%
0.16%
+0.6%
Q3 2019$1,087,000
-2.2%
5,972
+0.1%
0.16%
-4.3%
Q2 2019$1,111,000
+3.6%
5,966
+0.1%
0.16%
+3.8%
Q1 2019$1,072,000
+11.6%
5,9620.0%0.16%
+2.6%
Q4 2018$961,000
-7.4%
5,962
+7.6%
0.15%
-6.7%
Q3 2018$1,038,000
+6.6%
5,5400.0%0.16%0.0%
Q2 2018$974,000
+7.3%
5,540
+0.0%
0.16%
+3.2%
Q1 2018$908,000
+2.0%
5,538
+0.1%
0.16%
+2.6%
Q4 2017$890,000
+39.5%
5,535
+32.4%
0.15%
+31.6%
Q3 2017$638,0000.0%4,182
-4.5%
0.12%
-3.3%
Q2 2017$638,000
+13.9%
4,381
+10.1%
0.12%
+10.0%
Q1 2017$560,000
+5.7%
3,980
+0.0%
0.11%
+2.8%
Q4 2016$530,000
+1.1%
3,979
+0.1%
0.11%
-0.9%
Q3 2016$524,000
+15.2%
3,976
+8.2%
0.11%
+11.3%
Q2 2016$455,000
-10.6%
3,675
-14.0%
0.10%
-13.4%
Q1 2016$509,000
-1.9%
4,2750.0%0.11%
-11.8%
Q4 2015$519,000
-16.4%
4,275
-19.0%
0.13%
-23.5%
Q3 2015$621,000
-12.3%
5,2750.0%0.17%
-8.3%
Q2 2015$708,000
+112.6%
5,275
+108.9%
0.18%
+115.5%
Q1 2015$333,000
+4.7%
2,5250.0%0.08%
-2.3%
Q4 2014$318,000
+4.6%
2,5250.0%0.09%
-7.5%
Q3 2014$304,000
-5.6%
2,5250.0%0.09%
-7.9%
Q2 2014$322,000
+2.5%
2,5250.0%0.10%
-3.8%
Q1 2014$314,000
+390.6%
2,525
+381.0%
0.10%
+356.5%
Q4 2013$64,000
+6.7%
5250.0%0.02%
-8.0%
Q3 2013$60,000
+11.1%
5250.0%0.02%0.0%
Q2 2013$54,000
+3.8%
5250.0%0.02%
-3.8%
Q1 2013$52,000
+10.6%
5250.0%0.03%
-16.1%
Q4 2012$47,0005250.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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