Performa Ltd (US), LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 27 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Performa Ltd (US), LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,865,306
-6.6%
18,047
+0.1%
1.84%
-9.7%
Q2 2023$4,140,145
+6.3%
18,021
+0.2%
2.04%
-0.1%
Q1 2023$3,893,432
+8.1%
17,991
+0.2%
2.04%
-2.1%
Q4 2022$3,602,501
+3.0%
17,964
+0.2%
2.08%
-10.9%
Q3 2022$3,497,000
-0.8%
17,922
+0.2%
2.33%
-8.6%
Q2 2022$3,524,000
-62.8%
17,887
-49.9%
2.55%
-17.6%
Q1 2022$9,467,000
+88.1%
35,732
+100.0%
3.10%
+0.4%
Q4 2021$5,034,000
+0.7%
17,866
+0.1%
3.09%
+5.6%
Q3 2021$4,999,000
-3.3%
17,843
+0.1%
2.92%
-19.0%
Q2 2021$5,168,000
+5.6%
17,834
+0.1%
3.61%
-1.4%
Q1 2021$4,893,000
+44.0%
17,816
+40.3%
3.66%
+68.7%
Q4 2020$3,399,000
+24.9%
12,699
+0.3%
2.17%
-6.7%
Q3 2020$2,721,000
+13.5%
12,659
+5.4%
2.32%
+12.4%
Q2 2020$2,397,000
+32.8%
12,0070.0%2.07%
+14.2%
Q1 2020$1,805,00012,0071.81%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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