INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VXF and the CUSIP is 922908652. A total of 647 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.5%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,158,338
-3.4%
8,082
+0.3%
0.19%
-3.1%
Q2 2023$1,198,759
+4.8%
8,055
-1.3%
0.20%
+3.7%
Q1 2023$1,143,714
-58.6%
8,158
-60.8%
0.19%
-59.0%
Q4 2022$2,762,335
+1.2%
20,791
-3.2%
0.46%
-5.2%
Q3 2022$2,729,000
-8.4%
21,472
-5.5%
0.48%
-5.8%
Q2 2022$2,980,000
-16.7%
22,731
+5.3%
0.51%
-8.2%
Q1 2022$3,577,000
-6.7%
21,595
+3.0%
0.56%
-6.2%
Q4 2021$3,833,000
-5.3%
20,959
-5.6%
0.60%
-7.9%
Q3 2021$4,048,000
-5.0%
22,198
-1.8%
0.65%
-7.8%
Q2 2021$4,263,000
+2.1%
22,606
-4.3%
0.70%
-13.1%
Q1 2021$4,177,000
-1.2%
23,612
-8.0%
0.81%
-8.9%
Q4 2020$4,227,000
+29.3%
25,670
+1.8%
0.89%
+16.7%
Q3 2020$3,270,000
-70.5%
25,211
-73.1%
0.76%
-66.8%
Q2 2020$11,079,000
+28.3%
93,623
-1.8%
2.30%
+15.4%
Q1 2020$8,633,000
-27.9%
95,351
+0.4%
1.99%
-21.3%
Q4 2019$11,969,000
+8.5%
94,999
+0.2%
2.53%
+4.4%
Q3 2019$11,028,000
-8.2%
94,797
-6.4%
2.42%
-6.8%
Q2 2019$12,015,000
+0.8%
101,322
-1.9%
2.60%
+3.5%
Q1 2019$11,925,000
+14.6%
103,283
-1.0%
2.51%
+7.5%
Q4 2018$10,409,000
-18.1%
104,286
+0.6%
2.33%
-7.1%
Q3 2018$12,711,000
+7.1%
103,658
+2.9%
2.51%
+1.7%
Q2 2018$11,863,000
+17.4%
100,704
+11.2%
2.47%
+15.5%
Q1 2018$10,107,000
+34.9%
90,598
+35.1%
2.14%
+49.0%
Q4 2017$7,494,000
+4.3%
67,0700.0%1.44%
-0.6%
Q3 2017$7,185,00067,0701.44%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
ACT WEALTH MANAGEMENT, LLC 149,880$27,407,00015.78%
Freedman Financial Associates, Inc. 122,791$22,454,00015.34%
Tower Wealth Partners, Inc. 74,003$13,532,00013.71%
CWS Financial Advisors, LLC 209,161$38,247,00013.48%
SWM Advisors 170,400$28,914,00012.65%
Gleason Group, Inc. 196,416$35,917,00011.72%
Bridgeworth, LLC 264,525$48,371,00010.68%
Engrave Wealth Partners LLC 165,971$30,349,0008.76%
FC Advisory LLC 113,713$20,793,0008.69%
MAYPORT, LLC 63,233$11,563,0008.60%
View complete list of VANGUARD INDEX FDS shareholders