FLAGSHIP HARBOR ADVISORS, 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
FLAGSHIP HARBOR ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$255,003
-2.0%
1,191
+5.2%
0.02%0.0%
Q2 2023$260,099
+12.6%
1,132
-3.5%
0.02%
-19.2%
Q2 2022$231,000
+5.0%
1,173
+46.4%
0.03%
+4.0%
Q1 2021$220,000
+6.3%
801
+3.4%
0.02%
-3.8%
Q4 2020$207,000
+27.8%
775
+2.5%
0.03%
+18.2%
Q3 2020$162,000
+8.0%
756
+0.1%
0.02%0.0%
Q2 2020$150,000
+31.6%
7550.0%0.02%
-4.3%
Q1 2020$114,000
-27.4%
755
-4.4%
0.02%
-14.8%
Q4 2019$157,000
-2.5%
790
-10.9%
0.03%
-15.6%
Q3 2019$161,000
-13.4%
887
-11.3%
0.03%
-17.9%
Q2 2019$186,000
+3.3%
1,000
-0.6%
0.04%
+5.4%
Q1 2019$180,000
+2.9%
1,006
-13.6%
0.04%
-14.0%
Q4 2018$175,000
-12.5%
1,164
+7.7%
0.04%
+16.2%
Q3 2018$200,000
+13.0%
1,081
+7.1%
0.04%
+5.7%
Q2 2018$177,000
-34.2%
1,009
-38.3%
0.04%
-54.5%
Q4 2017$269,000
+5.9%
1,635
-1.1%
0.08%
-6.1%
Q3 2017$254,000
+5.8%
1,654
+0.1%
0.08%
-1.2%
Q2 2017$240,000
+4.8%
1,6530.0%0.08%
-4.6%
Q1 2017$229,0001,6530.09%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Jentner Corp 160,172$25,929,00022.78%
BALASA DINVERNO & FOLTZ LLC 624,600$100,467,00014.89%
Summit Financial Strategies, Inc. 117,734$18,937,0009.91%
BHK Investment Advisors, LLC 56,754$9,129,0007.70%
Corrigan Financial, Inc. 55,366$8,905,5457.47%
MATHER GROUP, LLC. 409,308$65,837,0007.32%
Towerpoint Wealth, LLC 27,803$4,472,0005.92%
INSPIRION WEALTH ADVISORS, LLC 71,836$11,555,0005.61%
Brickley Wealth Management 52,464$8,439,0004.48%
Mosaic Family Wealth, LLC 75,236$12,102,0004.40%
View complete list of VANGUARD INDEX FDS shareholders