CHOREO, 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
CHOREO, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$108,621,437
-4.8%
507,151
+2.1%
3.84%
-1.3%
Q2 2023$114,097,417
+8.3%
496,642
+2.0%
3.90%
+4.8%
Q1 2023$105,328,835
+10.4%
486,710
+2.3%
3.72%
-21.3%
Q4 2022$95,433,972
+6.3%
475,885
+3.5%
4.72%
-8.7%
Q3 2022$89,744,000
+0.9%
459,919
+1.8%
5.18%
+3.8%
Q2 2022$88,987,000
-23.1%
451,641
-3.2%
4.98%
-15.0%
Q1 2022$115,789,000
-9.5%
466,645
+2.8%
5.86%
-6.1%
Q4 2021$127,923,000
+1.7%
453,966
+1.1%
6.25%
-7.1%
Q3 2021$125,787,000
-1.0%
448,983
+2.4%
6.73%
-1.9%
Q2 2021$127,009,000
+7.5%
438,280
+1.9%
6.86%
-9.0%
Q1 2021$118,105,000
+7.7%
430,021
+4.9%
7.54%
-3.0%
Q4 2020$109,679,000
+31.7%
409,770
+5.8%
7.77%
+11.7%
Q3 2020$83,272,000
+15.4%
387,439
+7.2%
6.96%
-0.3%
Q2 2020$72,158,000
+44.5%
361,514
+8.8%
6.98%
+13.8%
Q1 2020$49,926,000
-17.8%
332,173
+8.6%
6.14%
+1.8%
Q4 2019$60,754,000
+15.5%
305,758
+5.8%
6.03%
-0.8%
Q3 2019$52,602,000
+4.3%
288,957
+6.8%
6.08%
+3.3%
Q2 2019$50,427,000
+14.7%
270,461
+10.7%
5.89%
+9.3%
Q1 2019$43,974,000
+50.1%
244,354
+25.6%
5.38%
+28.5%
Q4 2018$29,298,000
-17.3%
194,555
+3.0%
4.19%
-9.6%
Q3 2018$35,431,000
+11.0%
188,859
+4.0%
4.64%
+8.4%
Q2 2018$31,918,000
+6.7%
181,556
-0.5%
4.28%
+19.8%
Q1 2018$29,926,000
+12.5%
182,532
+10.4%
3.57%
+11.0%
Q4 2017$26,602,000
+15.2%
165,383
+9.3%
3.22%
+6.1%
Q3 2017$23,100,000
+20.8%
151,338
+15.3%
3.03%
+12.5%
Q2 2017$19,127,000
+19.5%
131,250
+15.3%
2.70%
+15.8%
Q1 2017$16,012,000
+42.9%
113,824
+35.3%
2.33%
+30.8%
Q4 2016$11,202,000
+72.1%
84,134
+70.3%
1.78%
+56.7%
Q3 2016$6,509,000
+294.2%
49,394
+270.6%
1.14%
+258.0%
Q2 2016$1,651,000
+337.9%
13,328
+320.4%
0.32%
+317.1%
Q1 2016$377,000
-8.0%
3,170
-6.0%
0.08%
-21.6%
Q4 2015$410,000
+9.6%
3,374
+6.9%
0.10%
-1.0%
Q3 2015$374,000
-11.8%
3,1560.0%0.10%
-7.5%
Q2 2015$424,000
+1.9%
3,1560.0%0.11%0.0%
Q1 2015$416,000
-1.2%
3,156
-5.7%
0.11%
-6.2%
Q4 2014$421,000
+22.0%
3,345
+16.8%
0.11%
+11.9%
Q3 2014$345,000
-5.5%
2,8630.0%0.10%
-1.9%
Q2 2014$365,000
+2.5%
2,8630.0%0.10%
-1.9%
Q1 2014$356,0002,8630.10%
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