AdvicePeriod, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VXF and the CUSIP is 922908652. A total of 748 filers reported holding VANGUARD INDEX FDS in Q2 2024. The put-call ratio across all filers is 0.39 and the average weighting 0.5%.

Quarter-by-quarter ownership
AdvicePeriod, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2021$35,414,000
+15.2%
187,781
+8.0%
2.30%
+5.5%
Q1 2021$30,751,000
+18.1%
173,825
+10.0%
2.18%
+9.3%
Q4 2020$26,034,000
+56.6%
158,088
+23.4%
2.00%
+32.7%
Q3 2020$16,624,000
+50.8%
128,152
+37.6%
1.51%
+25.3%
Q2 2020$11,024,000
+49.1%
93,153
+14.1%
1.20%
+55.9%
Q1 2020$7,395,000
-17.4%
81,676
+14.9%
0.77%
-1.4%
Q4 2019$8,958,000
-9.1%
71,104
-16.0%
0.78%
-14.3%
Q3 2019$9,852,000
+3.8%
84,689
+5.8%
0.91%
+2.7%
Q2 2019$9,492,000
+66.7%
80,044
+62.3%
0.89%
+63.2%
Q1 2019$5,694,000
+60.6%
49,317
+38.8%
0.54%
+35.7%
Q4 2018$3,546,000
+195.0%
35,530
+262.6%
0.40%
+206.1%
Q3 2018$1,202,000
+314.5%
9,800
+298.2%
0.13%
+184.8%
Q2 2018$290,0002,4610.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2024
NameSharesValueWeighting ↓
OIKOS HOLDINGS LLC 489,100$64,981,82632.55%
CWS Financial Advisors, LLC 212,629$37,616,00016.22%
ACT WEALTH MANAGEMENT, LLC 183,592$24,392,00815.41%
MAYPORT, LLC 82,833$11,005,2058.22%
Gleason Group, Inc. 193,509$25,709,5788.06%
FC Advisory LLC 124,935$16,598,8997.85%
Van Cleef Asset Management,Inc 330,758$43,944,5647.25%
Applied Capital LLC 72,133$9,583,6366.96%
James J. Burns & Company, LLC 117,663$15,6336.39%
Firestone Capital Management 124,811$16,582,3746.16%
View complete list of VANGUARD INDEX FDS shareholders