UBS Group AG - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 786 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.37 and the average weighting 0.5%.

Quarter-by-quarter ownership
UBS Group AG ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$163,439,901
-11.8%
763,096
-5.4%
0.06%
-11.1%
Q2 2023$185,372,841
+5.8%
806,881
-0.4%
0.06%
-1.6%
Q1 2023$175,247,736
+7.2%
809,795
-0.7%
0.06%
+4.9%
Q4 2022$163,473,590
-0.4%
815,167
-3.1%
0.06%
-15.3%
Q3 2022$164,211,000
+2.7%
841,544
+3.7%
0.07%
+9.1%
Q2 2022$159,964,000
-21.8%
811,879
-1.5%
0.07%
-2.9%
Q1 2022$204,527,000
-6.4%
824,275
+6.3%
0.07%
+7.9%
Q4 2021$218,500,000
-2.1%
775,402
-2.7%
0.06%
-10.0%
Q3 2021$223,179,000
-1.6%
796,614
+1.8%
0.07%
-4.1%
Q2 2021$226,845,000
+2.9%
782,791
-2.5%
0.07%0.0%
Q1 2021$220,430,000
+5.3%
802,585
+2.6%
0.07%
+2.8%
Q4 2020$209,347,000
+27.2%
782,138
+2.2%
0.07%
+14.5%
Q3 2020$164,548,000
+5.0%
765,587
-2.5%
0.06%
-6.1%
Q2 2020$156,782,000
+33.2%
785,479
+0.3%
0.07%
+20.0%
Q1 2020$117,695,000
-29.4%
783,068
-6.7%
0.06%
-5.2%
Q4 2019$166,701,000
+16.2%
838,959
+6.5%
0.06%
+5.5%
Q3 2019$143,426,000
+3.7%
787,881
+6.1%
0.06%
+3.8%
Q2 2019$138,289,000
+10.4%
742,651
+6.6%
0.05%
+1.9%
Q1 2019$125,218,000
+18.9%
696,740
-0.4%
0.05%
+8.3%
Q4 2018$105,330,000
-23.1%
699,451
-4.4%
0.05%
-11.1%
Q3 2018$137,051,000
+5.7%
731,642
-0.8%
0.05%
-3.6%
Q2 2018$129,712,000
+11.6%
737,836
+4.1%
0.06%
+12.0%
Q1 2018$116,224,000
+4.2%
708,900
+2.2%
0.05%
+8.7%
Q4 2017$111,564,000
+4.8%
693,593
-0.5%
0.05%
-6.1%
Q3 2017$106,423,000
+6.3%
697,215
+1.5%
0.05%
-5.8%
Q2 2017$100,088,000
+8.7%
686,805
+4.9%
0.05%
+4.0%
Q1 2017$92,079,000
+22.3%
654,577
+15.8%
0.05%
+19.0%
Q4 2016$75,271,000
-11.3%
565,350
-12.2%
0.04%
-17.6%
Q3 2016$84,858,000
+8.5%
643,940
+2.0%
0.05%
+4.1%
Q2 2016$78,205,000
+1.3%
631,191
-2.7%
0.05%
-5.8%
Q1 2016$77,207,000
-15.2%
648,801
-13.4%
0.05%
-11.9%
Q4 2015$91,024,000
+17.5%
749,540
+13.9%
0.06%
+7.3%
Q3 2015$77,493,000
-17.6%
657,943
-6.1%
0.06%
-12.7%
Q2 2015$94,041,000
+11.6%
700,545
+9.6%
0.06%
+8.6%
Q1 2015$84,264,000
+21.1%
639,427
+15.8%
0.06%
+18.4%
Q4 2014$69,566,000552,3730.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Jentner Corp 98,470$21,090,32313.11%
BHK Investment Advisors, LLC 95,046$20,356,9459.36%
Bromfield Sneider Wealth Advisors 57,033$12,215,2829.20%
SWAN Capital LLC 52,751$11,298,2099.01%
Vawter Financial, Ltd. 43,774$9,375,6058.42%
Summit Financial Strategies, Inc. 133,928$28,684,6225.46%
Brickley Wealth Management 94,657$20,273,6015.41%
Fee-Only Financial Planning, L.C. 31,174$6,676,8475.38%
Jacobsen Capital Management 45,583$9,763,0015.30%
American Financial Advisors, LLC 150,038$32,135,1815.06%
View complete list of VANGUARD INDEX FDS shareholders