Kovitz Investment Group Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 838 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.4%.

Quarter-by-quarter ownership
Kovitz Investment Group Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,027,648
-10.6%
14,136
-4.1%
0.05%
+8.0%
Q2 2023$3,385,219
+89149.1%
14,735
-15.9%
0.05%
-24.2%
Q1 2023$3,793
-15.1%
17,526
-21.3%
0.07%
-25.0%
Q4 2022$4,465
-99.9%
22,267
+10.0%
0.09%
-3.3%
Q3 2022$3,949,000
+201.7%
20,238
+204.5%
0.09%
+213.8%
Q2 2022$1,309,000
+165.5%
6,646
+234.8%
0.03%
+222.2%
Q1 2022$493,000
-51.0%
1,985
-47.2%
0.01%
-62.5%
Q4 2021$1,006,000
+58.4%
3,760
+66.0%
0.02%
+84.6%
Q3 2021$635,000
-16.7%
2,265
-13.9%
0.01%
-13.3%
Q2 2021$762,000
-8.6%
2,630
-13.3%
0.02%
-21.1%
Q1 2021$834,000
-17.1%
3,035
-19.3%
0.02%
-20.8%
Q4 2020$1,006,000
+12.3%
3,760
-9.8%
0.02%
-4.0%
Q3 2020$896,000
-20.9%
4,170
-26.5%
0.02%
-28.6%
Q2 2020$1,133,000
-2.5%
5,675
-26.6%
0.04%
-16.7%
Q1 2020$1,162,000
-25.7%
7,730
-1.8%
0.04%
-8.7%
Q4 2019$1,564,000
+9.4%
7,872
+0.2%
0.05%0.0%
Q3 2019$1,430,000
-8.0%
7,855
-5.9%
0.05%
-6.1%
Q2 2019$1,554,000
+3.9%
8,345
+0.3%
0.05%
+4.3%
Q1 2019$1,495,0008,3180.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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