Sowell Financial Services LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 833 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.33 and the average weighting 0.5%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2023$442
-100.0%
2,041
-99.3%
0.03%
-99.3%
Q2 2022$55,570,000
+1654.7%
283,720
+2424.4%
5.14%
+2722.0%
Q4 2021$3,167,000
+75.0%
11,239
+69.7%
0.18%
+188.9%
Q1 2021$1,810,000
+32.8%
6,622
+30.0%
0.06%
+8.6%
Q4 2020$1,363,000
+23.6%
5,094
-0.7%
0.06%
+5.5%
Q3 2020$1,103,000
+8.7%
5,131
+0.9%
0.06%
-1.8%
Q2 2020$1,015,000
+83.5%
5,084
+38.1%
0.06%
+36.6%
Q1 2020$553,000
-33.1%
3,681
-11.5%
0.04%
-34.9%
Q4 2019$826,000
+67.9%
4,158
+53.7%
0.06%
+53.7%
Q3 2019$492,000
+24.2%
2,705
+22.7%
0.04%
-6.8%
Q1 2019$396,000
+36.6%
2,205
+14.5%
0.04%
+7.3%
Q4 2018$290,000
-30.6%
1,925
-17.0%
0.04%
-53.9%
Q2 2018$418,000
+9.1%
2,3190.0%0.09%
-7.3%
Q1 2018$383,000
-0.8%
2,319
-0.3%
0.10%
+2.1%
Q4 2017$386,000
+238.6%
2,327
+188.4%
0.09%
+147.4%
Q4 2016$114,0008070.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Bromfield Sneider Wealth Advisors 56,692$13,706,3149.28%
FC Advisory LLC 40,734$9,848,1713.81%
Dentgroup LLC 8,868$2,144,0841.90%
Curbstone Financial Management Corp 13,470$3,256,6420.74%
JUNCTURE WEALTH STRATEGIES, LLC 6,529$1,578,5160.72%
Harbour Capital Advisors, LLC 6,961$1,615,3000.44%
Richard P Slaughter Associates Inc 6,962$1,683,2020.42%
CHERRYDALE WEALTH MANAGEMENT, LLC 2,803$677,6050.35%
MASSMUTUAL TRUST CO FSB/ADV 39,644$9,584,7300.32%
WALLER FINANCIAL PLANNING GROUP, INC 3,507$848,0030.22%
View complete list of VANGUARD INDEX FDS shareholders