FLAGSHIP HARBOR ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 478 filers reported holding VANGUARD INDEX FDS in Q1 2017. The put-call ratio across all filers is 1.88 and the average weighting 0.7%.

Quarter-by-quarter ownership
FLAGSHIP HARBOR ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$486,391
-2.8%
3,050
+0.9%
0.04%
-2.4%
Q2 2023$500,178
+12.9%
3,024
+8.3%
0.04%
-2.4%
Q1 2023$443,034
+5.4%
2,791
+5.5%
0.04%
-2.3%
Q4 2022$420,166
+19.0%
2,646
+7.5%
0.04%
+4.9%
Q3 2022$353,000
-24.1%
2,461
-20.7%
0.04%
-21.2%
Q2 2022$465,000
+10.7%
3,104
+30.1%
0.05%
+30.0%
Q1 2022$420,000
-12.3%
2,385
-10.9%
0.04%
-11.1%
Q4 2021$479,000
-15.1%
2,677
-17.5%
0.04%
-26.2%
Q3 2021$564,0000.0%3,2460.0%0.06%
+1.7%
Q2 2021$564,000
-53.1%
3,246
-55.3%
0.06%
-56.2%
Q1 2021$1,203,000
+3.3%
7,265
-11.3%
0.14%
-4.9%
Q4 2020$1,165,000
+40.7%
8,195
+9.5%
0.14%
+28.6%
Q3 2020$828,000
+17.9%
7,485
+14.0%
0.11%
+8.7%
Q2 2020$702,000
-24.1%
6,566
-37.0%
0.10%
-44.3%
Q1 2020$925,000
-46.5%
10,421
-17.4%
0.18%
-38.9%
Q4 2019$1,730,000
+170.3%
12,621
+153.7%
0.30%
+142.4%
Q3 2019$640,000
+16.8%
4,974
+18.3%
0.12%
+9.6%
Q2 2019$548,000
+7.5%
4,203
+6.1%
0.11%
+8.6%
Q1 2019$510,000
+11.6%
3,962
-1.2%
0.10%
-5.4%
Q4 2018$457,000
-23.1%
4,009
-6.8%
0.11%
+0.9%
Q3 2018$594,000
+3.3%
4,300
+1.5%
0.11%
-4.3%
Q2 2018$575,000
+7.3%
4,236
-0.6%
0.12%
-27.7%
Q1 2018$536,000
-0.6%
4,263
+6.7%
0.16%
+2.6%
Q4 2017$539,000
+16.2%
3,994
+8.8%
0.16%
+2.6%
Q3 2017$464,000
+7.7%
3,670
+3.5%
0.15%
+0.7%
Q2 2017$431,000
+8.3%
3,547
+6.5%
0.15%
-1.3%
Q1 2017$398,000
+14.7%
3,329
+16.7%
0.15%
+1.3%
Q4 2016$347,0002,8520.15%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2017
NameSharesValueWeighting ↓
Mokosak Advisory Group, LLC 174,181$22,452,00014.83%
Zhang Financial LLC 234,102$30,150,00012.74%
Efficient Advisors, LLC 325,688$41,965,0007.67%
Polianta Ltd 87,100$11,222,0007.13%
Bishop & Co Investment Management, LLC 74,512$9,601,0006.98%
Wealth Architects, LLC 172,552$22,233,0006.77%
NewFocus Financial Group, LLC 115,330$14,860,0006.52%
BHK Investment Advisors, LLC 82,886$10,680,0006.17%
INSPIRION WEALTH ADVISORS, LLC 106,210$13,685,0005.99%
Hardy Reed LLC 113,164$14,581,0005.82%
View complete list of VANGUARD INDEX FDS shareholders