NEXT Financial Group, Inc - 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
NEXT Financial Group, Inc ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2021$2,342,000
+3.9%
8,309
+3.3%
0.15%
-12.5%
Q3 2021$2,254,000
+12.1%
8,045
+15.9%
0.18%
+9.3%
Q2 2021$2,011,000
+7.5%
6,940
+1.9%
0.16%
-3.0%
Q1 2021$1,870,000
+19.4%
6,812
+16.4%
0.17%
+10.7%
Q4 2020$1,566,000
+53.4%
5,850
+23.2%
0.15%
+36.4%
Q3 2020$1,021,000
+13.4%
4,749
+5.4%
0.11%
+4.8%
Q2 2020$900,000
+202.0%
4,507
+127.5%
0.10%
+176.3%
Q1 2020$298,000
-56.4%
1,981
-42.5%
0.04%
-46.5%
Q4 2019$684,000
-21.4%
3,445
-27.9%
0.07%
-24.5%
Q3 2019$870,000
-63.0%
4,779
-62.2%
0.09%
-62.7%
Q2 2019$2,353,000
+416.0%
12,638
+398.1%
0.25%
+117.2%
Q1 2019$456,000
-72.9%
2,537
-77.3%
0.12%
-66.9%
Q4 2018$1,682,000
+3811.6%
11,169
+4756.1%
0.35%
+1650.0%
Q3 2018$43,000
-6.5%
230
-23.3%
0.02%
+53.8%
Q3 2017$46,000
-99.9%
3000.0%0.01%
+18.2%
Q2 2017$44,000,000
+2.3%
3000.0%0.01%
-8.3%
Q1 2017$43,000,000
-81.1%
300
-82.4%
0.01%
-70.0%
Q4 2016$227,000,000
+89270.1%
1,707
-11.3%
0.04%
-13.0%
Q3 2016$254,000
+316.4%
1,924
+284.8%
0.05%
+142.1%
Q2 2016$61,000
+3.4%
5000.0%0.02%
-9.5%
Q1 2016$59,000
-1.7%
5000.0%0.02%
-4.5%
Q4 2015$60,000
+3.4%
5000.0%0.02%
+4.8%
Q3 2015$58,000
+45.0%
500
+66.7%
0.02%
+50.0%
Q2 2015$40,000
-82.3%
300
-84.0%
0.01%
-68.9%
Q3 2014$226,0001,8760.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Jentner Corp 85,208$22,807,00022.41%
Radnor Financial Advisors, LLC 141,213$37,797,00017.56%
BALASA DINVERNO & FOLTZ LLC 503,793$134,845,00011.19%
Summit Financial Strategies, Inc. 114,096$30,539,00010.49%
BHK Investment Advisors, LLC 73,207$19,595,0009.14%
CHOREO, LLC 409,770$109,679,0007.77%
Mosaic Family Wealth, LLC 76,405$20,450,0006.83%
AFFINITY WEALTH MANAGEMENT LLC 112,643$32,175,0006.79%
Bishop & Co Investment Management, LLC 45,510$12,181,0006.73%
RFG HOLDINGS, INC. 38,149$10,211,0006.67%
View complete list of VANGUARD INDEX FDS shareholders