Probity Advisors, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 758 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 1.69 and the average weighting 0.5%.

Quarter-by-quarter ownership
Probity Advisors, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,861,411
-6.9%
13,360
-0.1%
0.66%
-1.6%
Q2 2023$3,072,083
+13.0%
13,372
-1.4%
0.67%
+8.9%
Q4 2022$2,718,921
+4.5%
13,558
+1.7%
0.62%
-4.6%
Q3 2022$2,601,000
-0.6%
13,329
+0.3%
0.65%
+6.6%
Q2 2022$2,618,000
-15.3%
13,286
+6.7%
0.61%
-5.0%
Q1 2022$3,090,000
-12.7%
12,453
-0.9%
0.64%
-8.9%
Q4 2021$3,541,000
-0.6%
12,565
-1.2%
0.70%
-4.9%
Q3 2021$3,562,000
-3.4%
12,715
-0.1%
0.74%
-5.2%
Q2 2021$3,687,000
+4.4%
12,722
-1.1%
0.78%
-1.6%
Q1 2021$3,533,000
+24.4%
12,865
-2.7%
0.79%
-1.9%
Q3 2020$2,841,000
+8.3%
13,220
+0.5%
0.80%
-1.1%
Q2 2020$2,624,000
+53.2%
13,149
+15.4%
0.81%
+29.3%
Q1 2020$1,713,000
-19.8%
11,396
+6.0%
0.63%
-2.6%
Q4 2019$2,136,000
+6.9%
10,752
-2.1%
0.65%
-0.5%
Q3 2019$1,999,000
-3.0%
10,980
-0.7%
0.65%
-5.1%
Q2 2019$2,060,000
+1.7%
11,061
-1.9%
0.68%
-1.9%
Q1 2019$2,026,000
+12.1%
11,274
-6.0%
0.70%
+3.9%
Q4 2018$1,807,000
-19.0%
12,000
+0.8%
0.67%
-7.3%
Q3 2018$2,230,000
+6.4%
11,903
-0.2%
0.72%
-1.8%
Q2 2018$2,096,000
+4.9%
11,921
-2.2%
0.74%
+6.5%
Q1 2018$1,999,000
-34.9%
12,195
-36.1%
0.69%
-35.5%
Q4 2017$3,070,000
-8.9%
19,086
-13.6%
1.07%
-14.4%
Q3 2017$3,370,000
+4.9%
22,078
+0.1%
1.25%
+3.4%
Q2 2017$3,213,000
+2.5%
22,047
-1.1%
1.21%
-0.2%
Q1 2017$3,136,000
+10.1%
22,292
+4.2%
1.22%
+1.5%
Q4 2016$2,848,000
-4.5%
21,392
-5.5%
1.20%
-6.9%
Q3 2016$2,982,000
+17.3%
22,632
+10.3%
1.29%
+13.0%
Q2 2016$2,543,00020,5231.14%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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