Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VXF and the CUSIP is 922908652. A total of 612 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.89 and the average weighting 0.7%.

Quarter-by-quarter ownership
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,666,655
-3.7%
18,6050.0%0.52%
-0.4%
Q2 2023$2,768,982
+6.2%
18,6050.0%0.52%
+0.4%
Q1 2023$2,608,421
+5.5%
18,6050.0%0.52%
+4.6%
Q4 2022$2,471,860
+278.5%
18,605
+262.0%
0.50%
+155.9%
Q3 2022$653,000
-73.5%
5,140
-72.7%
0.20%
-62.1%
Q2 2022$2,465,000
-20.9%
18,8050.0%0.52%
-8.7%
Q1 2022$3,115,000
-9.4%
18,805
-0.0%
0.56%
-6.8%
Q4 2021$3,439,000
+0.3%
18,8080.0%0.60%
-7.4%
Q3 2021$3,430,000
-2.7%
18,808
+0.6%
0.65%
-3.5%
Q2 2021$3,526,000
+6.7%
18,698
+0.1%
0.68%
-0.3%
Q1 2021$3,306,000
+7.7%
18,685
+0.2%
0.68%
-2.3%
Q4 2020$3,071,000
+27.9%
18,649
+0.7%
0.70%
+10.7%
Q3 2020$2,401,000
+9.6%
18,5110.0%0.63%
+3.5%
Q2 2020$2,191,000
+30.7%
18,5110.0%0.61%
+10.8%
Q1 2020$1,676,000
-28.3%
18,511
-0.2%
0.55%
-5.7%
Q4 2019$2,336,000
+8.3%
18,541
+0.0%
0.58%
-1.4%
Q3 2019$2,156,000
-2.4%
18,534
-0.6%
0.59%
-5.5%
Q2 2019$2,210,000
+2.7%
18,6390.0%0.62%
-0.2%
Q1 2019$2,152,000
+15.7%
18,6390.0%0.62%
+4.2%
Q4 2018$1,860,000
-17.2%
18,639
+1.8%
0.60%
-5.7%
Q3 2018$2,246,000
+3.2%
18,314
-0.9%
0.64%
-2.0%
Q2 2018$2,177,000
+5.8%
18,479
+0.2%
0.65%
+2.7%
Q1 2018$2,058,000
-0.1%
18,4500.0%0.63%
-3.2%
Q4 2017$2,061,000
+4.2%
18,4500.0%0.65%
+0.9%
Q3 2017$1,977,000
+4.8%
18,4500.0%0.65%
-0.6%
Q2 2017$1,887,000
+4.1%
18,450
+1.7%
0.65%
+1.9%
Q1 2017$1,813,000
+4.5%
18,150
+0.3%
0.64%
-0.6%
Q4 2016$1,735,000
+103.2%
18,095
+93.4%
0.64%
+91.1%
Q3 2016$854,000
+291.7%
9,355
+266.9%
0.34%
+273.3%
Q2 2016$218,000
+70.3%
2,550
+64.5%
0.09%
+57.9%
Q1 2016$128,000
+11.3%
1,550
+9.9%
0.06%
+18.8%
Q3 2015$115,000
-11.5%
1,4100.0%0.05%
-9.4%
Q2 2015$130,0000.0%1,4100.0%0.05%0.0%
Q1 2015$130,000
+12.1%
1,410
+6.4%
0.05%
+8.2%
Q4 2014$116,000
-1.7%
1,325
-1.9%
0.05%
-23.4%
Q2 2014$118,000
-1.7%
1,350
-4.3%
0.06%
-7.2%
Q1 2014$120,000
+2.6%
1,4100.0%0.07%
-4.2%
Q4 2013$117,0001,4100.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
ACT WEALTH MANAGEMENT, LLC 149,880$27,407,00015.78%
Freedman Financial Associates, Inc. 122,791$22,454,00015.34%
Tower Wealth Partners, Inc. 74,003$13,532,00013.71%
CWS Financial Advisors, LLC 209,161$38,247,00013.48%
SWM Advisors 170,400$28,914,00012.65%
Gleason Group, Inc. 196,416$35,917,00011.72%
Bridgeworth, LLC 264,525$48,371,00010.68%
Engrave Wealth Partners LLC 165,971$30,349,0008.76%
FC Advisory LLC 113,713$20,793,0008.69%
MAYPORT, LLC 63,233$11,563,0008.60%
View complete list of VANGUARD INDEX FDS shareholders