Jackson, Grant Investment Advisers, 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
Jackson, Grant Investment Advisers, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$145,258
-6.6%
678
+0.1%
0.07%
-2.8%
Q2 2023$155,592
+6.3%
677
+0.1%
0.07%
+4.3%
Q1 2023$146,329
-0.9%
676
-8.3%
0.07%
-2.8%
Q4 2022$147,705
+3.3%
737
+0.3%
0.07%
-5.3%
Q3 2022$143,000
-1.4%
735
+0.1%
0.08%
+4.2%
Q2 2022$145,000
-20.3%
734
+0.1%
0.07%
-6.5%
Q1 2022$182,000
-11.2%
733
+0.1%
0.08%
-15.4%
Q3 2021$205,000
-3.3%
732
+0.1%
0.09%
-2.2%
Q2 2021$212,000
+5.5%
7310.0%0.09%
+1.1%
Q1 2021$201,000
+3.1%
731
+0.1%
0.09%
-7.1%
Q4 2020$195,000
+30.9%
730
+5.3%
0.10%
+10.0%
Q3 2020$149,000
+8.0%
693
+0.3%
0.09%
+2.3%
Q2 2020$138,000
+32.7%
6910.0%0.09%
+14.3%
Q1 2020$104,000
-55.7%
691
-41.5%
0.08%
-39.4%
Q4 2019$235,000
+9.3%
1,181
+0.2%
0.13%
+4.1%
Q3 2019$215,000
-1.8%
1,179
+0.3%
0.12%
-4.7%
Q2 2019$219,000
-0.9%
1,176
-4.5%
0.13%
-3.8%
Q1 2019$221,000
+18.8%
1,2320.0%0.13%
+1.5%
Q4 2018$186,000
-19.1%
1,232
+0.4%
0.13%
-9.0%
Q3 2018$230,000
+6.5%
1,2270.0%0.14%
-3.4%
Q2 2018$216,000
+7.5%
1,227
+0.2%
0.15%
+5.7%
Q1 2018$201,000
+2.0%
1,225
+0.2%
0.14%
+6.0%
Q4 2017$197,000
+5.9%
1,223
+0.3%
0.13%
-0.7%
Q3 2017$186,000
+5.1%
1,219
+0.1%
0.13%
-2.2%
Q2 2017$177,000
+3.5%
1,218
+0.4%
0.14%0.0%
Q1 2017$171,000
+6.2%
1,213
+0.5%
0.14%0.0%
Q4 2016$161,000
+89.4%
1,207
+87.1%
0.14%
+95.7%
Q3 2016$85,000
+6.2%
645
+0.2%
0.07%
-1.4%
Q2 2016$80,000
+5.3%
644
+0.3%
0.07%
+2.9%
Q1 2016$76,000
-2.6%
642
+0.5%
0.07%
-6.8%
Q4 2015$78,0006390.07%
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