Klingman & Associates, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VXF and the CUSIP is 922908652. A total of 22 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Klingman & Associates, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$511,975
-3.7%
3,5720.0%0.04%
-4.7%
Q2 2023$531,621
+6.2%
3,5720.0%0.04%0.0%
Q1 2023$500,795
+5.5%
3,5720.0%0.04%
+2.4%
Q4 2022$474,576
+8.1%
3,572
+3.5%
0.04%
-2.3%
Q3 2022$439,000
-2.9%
3,4500.0%0.04%
-2.3%
Q2 2022$452,000
-21.0%
3,4500.0%0.04%
-10.2%
Q1 2022$572,000
-9.4%
3,4500.0%0.05%
-9.3%
Q4 2021$631,000
+0.3%
3,4500.0%0.05%
-8.5%
Q3 2021$629,000
-3.4%
3,4500.0%0.06%
-4.8%
Q2 2021$651,000
+6.7%
3,4500.0%0.06%
-1.6%
Q1 2021$610,000
+7.4%
3,4500.0%0.06%
-4.5%
Q4 2020$568,000
+26.8%
3,4500.0%0.07%
+10.0%
Q3 2020$448,000
+16.4%
3,450
+6.2%
0.06%
+1.7%
Q2 2020$385,000
+18.1%
3,250
-9.7%
0.06%
-10.6%
Q1 2020$326,000
-28.2%
3,6000.0%0.07%
-10.8%
Q4 2019$454,000
+8.4%
3,6000.0%0.07%
-1.3%
Q3 2019$419,000
-1.9%
3,6000.0%0.08%
-5.1%
Q2 2019$427,000
+2.6%
3,6000.0%0.08%
-2.5%
Q1 2019$416,000
+15.9%
3,6000.0%0.08%0.0%
Q4 2018$359,000
-10.0%
3,600
+10.8%
0.08%
-1.2%
Q3 2018$399,000
+4.2%
3,2500.0%0.08%0.0%
Q2 2018$383,000
+5.5%
3,2500.0%0.08%
+1.2%
Q1 2018$363,0000.0%3,2500.0%0.08%
+2.5%
Q4 2017$363,000
+4.3%
3,2500.0%0.08%
-8.1%
Q3 2017$348,000
+4.8%
3,2500.0%0.09%
-3.4%
Q2 2017$332,000
+2.2%
3,2500.0%0.09%
-1.1%
Q1 2017$325,000
+4.2%
3,2500.0%0.09%
-5.3%
Q4 2016$312,000
+5.1%
3,2500.0%0.10%
+6.7%
Q3 2016$297,000
+6.8%
3,2500.0%0.09%
-1.1%
Q2 2016$278,000
+3.3%
3,2500.0%0.09%
-6.2%
Q1 2016$269,000
-1.1%
3,2500.0%0.10%
-5.9%
Q4 2015$272,000
+2.6%
3,2500.0%0.10%
-1.9%
Q3 2015$265,000
-11.4%
3,2500.0%0.10%
-11.9%
Q2 2015$299,000
-0.7%
3,2500.0%0.12%
-4.8%
Q1 2015$301,000
+5.6%
3,2500.0%0.12%
+5.1%
Q4 2014$285,0003,2500.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
FCG ADVISORS, LLC 247,092$29,107,00010.54%
Van Cleef Asset Management,Inc 329,346$38,797,0009.28%
FC Advisory LLC 120,394$14,182,0009.23%
Harfst & Associates, Inc. 128,054$15,084,0006.37%
New England Private Wealth Advisors LLC 166,070$19,568,0005.52%
Wilshire Advisors LLC 47,405$5,585,0005.27%
Guidant Wealth Advisors 97,205$11,507,0005.01%
COLDSTREAM CAPITAL MANAGEMENT INC 408,807$48,157,0004.86%
Sullivan, Bruyette, Speros & Blaney, LLC 407,471$48,000,0004.59%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 360,175$42,429,0004.19%
View complete list of VANGUARD INDEX FDS shareholders