SIMON QUICK ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 588 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 0.44 and the average weighting 0.5%.

Quarter-by-quarter ownership
SIMON QUICK ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,432,556
-13.1%
6,689
-6.8%
0.14%
-11.2%
Q2 2023$1,648,732
+1.0%
7,177
-4.9%
0.15%
-14.1%
Q1 2023$1,632,612
+5.4%
7,544
-2.4%
0.18%
-3.8%
Q4 2022$1,549,686
-18.5%
7,728
-20.7%
0.18%
-31.6%
Q3 2022$1,901,000
-17.6%
9,744
-4.0%
0.27%
-10.9%
Q2 2022$2,308,000
+43.3%
10,154
+56.4%
0.30%
-33.9%
Q1 2022$1,611,000
-33.8%
6,493
-24.8%
0.46%
-29.7%
Q4 2021$2,433,000
+13.0%
8,635
+12.4%
0.65%
+17.3%
Q3 2021$2,153,000
-3.2%
7,685
+0.1%
0.55%
-5.9%
Q2 2021$2,225,000
+29.6%
7,681
+22.9%
0.59%
+16.6%
Q1 2021$1,717,000
+1.1%
6,252
-1.5%
0.50%
-1.4%
Q4 2020$1,699,000
+80.6%
6,347
+45.0%
0.51%
+91.0%
Q3 2020$941,000
+7.7%
4,376
-0.1%
0.27%
-19.0%
Q2 2020$874,000
+21.4%
4,379
-8.6%
0.33%
+24.0%
Q1 2020$720,000
-50.5%
4,790
-34.5%
0.27%
-49.3%
Q4 2019$1,454,000
+30.9%
7,317
+19.9%
0.53%
+7.3%
Q3 2019$1,111,000
-99.9%
6,104
-12.7%
0.49%
-25.5%
Q2 2019$1,301,628,000
+101431.0%
6,990
-2.0%
0.66%
+23.4%
Q1 2019$1,282,000
-47.0%
7,133
-55.6%
0.53%
-39.2%
Q4 2018$2,417,000
+12.7%
16,050
+40.2%
0.88%
+1.5%
Q3 2018$2,144,000
+8.6%
11,446
+1.9%
0.87%
+3.3%
Q2 2018$1,975,000
+4.1%
11,235
-3.0%
0.84%
+5.4%
Q1 2018$1,898,000
+1.2%
11,577
+3.1%
0.80%
-5.0%
Q4 2017$1,875,000
-10.0%
11,224
-17.8%
0.84%
+10.7%
Q3 2017$2,084,000
+20.3%
13,655
+14.9%
0.76%
-22.7%
Q2 2017$1,732,000
+4.2%
11,888
+0.6%
0.98%
-0.7%
Q1 2017$1,662,000
+60.7%
11,814
+52.2%
0.98%
+27.6%
Q4 2016$1,034,0007,7640.77%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2019
NameSharesValueWeighting ↓
Jentner Corp 117,818$17,708,00023.18%
Radnor Financial Advisors, LLC 125,322$18,835,00016.01%
DWM Financial Group, Inc. 32,814$4,932,00010.84%
BALASA DINVERNO & FOLTZ LLC 544,919$81,901,00010.30%
Summit Financial Strategies, Inc. 119,655$17,984,0009.75%
BHK Investment Advisors, LLC 73,738$11,083,0007.89%
Mosaic Family Wealth, LLC 84,664$12,725,0006.45%
CHOREO, LLC 332,173$49,926,0006.14%
INSPIRION WEALTH ADVISORS, LLC 79,427$11,938,0005.89%
Bishop & Co Investment Management, LLC 42,325$8,410,0005.63%
View complete list of VANGUARD INDEX FDS shareholders