Capital Analysts, 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 Analysts, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$648
+3950.0%
3,026
+4102.8%
0.04%
+3500.0%
Q2 2023$160.0%720.0%0.00%0.0%
Q1 2023$16
-70.4%
72
-73.3%
0.00%
-66.7%
Q4 2022$54
-99.6%
270
+280.3%
0.00%
+200.0%
Q3 2022$14,0000.0%710.0%0.00%0.0%
Q2 2022$14,000
-22.2%
710.0%0.00%0.0%
Q1 2022$18,000
-25.0%
71
-17.4%
0.00%0.0%
Q4 2021$24,0000.0%860.0%0.00%
-50.0%
Q3 2021$24,000
+500.0%
86
+473.3%
0.00%
Q2 2021$4,000
-60.0%
15
-66.7%
0.00%
-100.0%
Q3 2020$10,000
+11.1%
450.0%0.00%0.0%
Q2 2020$9,000
-47.1%
45
-59.1%
0.00%
-50.0%
Q1 2020$17,000
-73.0%
110
-65.3%
0.00%
-66.7%
Q4 2019$63,000
+28.6%
317
+15.7%
0.01%
+20.0%
Q3 2019$49,000
+48.5%
274
+56.6%
0.01%
+25.0%
Q2 2019$33,000
+6.5%
1750.0%0.00%0.0%
Q1 2019$31,000
+24.0%
175
+4.8%
0.00%
+33.3%
Q4 2018$25,000
-100.0%
167
-77.4%
0.00%
-62.5%
Q3 2018$69,377,000
+105016.7%
740
+98.4%
0.01%0.0%
Q2 2018$66,000
+8.2%
3730.0%0.01%0.0%
Q1 2018$61,000
-16.4%
373
-17.7%
0.01%
-11.1%
Q4 2017$73,000
-43.8%
453
-46.8%
0.01%
-47.1%
Q3 2017$130,000
-99.9%
852
-38.0%
0.02%
-41.4%
Q2 2017$200,423,000
-12.7%
1,375
-15.7%
0.03%
-19.4%
Q1 2017$229,522,000
+60459.9%
1,631
-42.7%
0.04%
-45.5%
Q4 2016$379,000
-99.9%
2,847
-12.4%
0.07%
-17.5%
Q3 2016$428,525,000
-34.3%
3,251
-38.2%
0.08%
-38.9%
Q2 2016$652,137,000
-12.3%
5,263
-15.8%
0.13%
-12.1%
Q1 2016$743,977,000
-17.7%
6,251
-16.1%
0.15%
-19.0%
Q4 2015$904,488,000
-10.8%
7,448
-13.5%
0.18%
-5.2%
Q3 2015$1,014,556,000
-18.8%
8,614
-7.5%
0.19%
-24.2%
Q2 2015$1,249,774,0009,3100.26%
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