SIMON QUICK ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,087 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 0.25 and the average weighting 0.7%.

Quarter-by-quarter ownership
SIMON QUICK ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,790,786
+12.3%
20,050
+18.1%
0.36%
+14.7%
Q2 2023$3,375,647
+38.7%
16,972
+32.2%
0.31%
+18.2%
Q1 2023$2,433,430
+4.2%
12,837
+0.9%
0.26%
-4.7%
Q4 2022$2,336,148
+4.1%
12,728
-3.1%
0.28%
-12.6%
Q3 2022$2,244,000
-16.6%
13,131
-4.0%
0.32%
-9.9%
Q2 2022$2,690,000
+63.3%
13,677
+76.4%
0.35%
-24.6%
Q1 2022$1,647,000
+2.2%
7,752
+8.7%
0.47%
+8.4%
Q4 2021$1,612,000
+13.6%
7,132
+9.9%
0.43%
+18.1%
Q3 2021$1,419,000
+4.0%
6,490
+7.0%
0.36%
+1.1%
Q2 2021$1,365,000
+17.0%
6,063
+11.2%
0.36%
+5.2%
Q1 2021$1,167,000
+8.0%
5,451
-1.8%
0.34%
+5.2%
Q4 2020$1,081,000
+60.9%
5,552
+27.1%
0.33%
+70.7%
Q3 2020$672,000
-11.5%
4,369
-16.1%
0.19%
-33.7%
Q2 2020$759,000
+79.0%
5,205
+41.8%
0.29%
+83.4%
Q1 2020$424,000
+371.1%
3,670
+575.9%
0.16%
+375.8%
Q4 2019$90,000
+15.4%
543
+7.7%
0.03%
-2.9%
Q3 2019$78,000
-99.9%
504
+0.6%
0.03%
-15.0%
Q2 2019$78,474,000
+103155.3%
501
+0.4%
0.04%
+25.0%
Q1 2019$76,000
-91.8%
499
-92.9%
0.03%
-90.5%
Q4 2018$926,000
+1057.5%
7,019
+1318.0%
0.34%
+953.1%
Q3 2018$80,000
+3.9%
495
+0.2%
0.03%
-3.0%
Q2 2018$77,000
-47.3%
494
-50.3%
0.03%
-45.9%
Q1 2018$146,000
+94.7%
993
+101.8%
0.06%
+84.8%
Q4 2017$75,000
+400.0%
492
+351.4%
0.03%
+560.0%
Q3 2017$15,0000.0%1090.0%0.01%
-37.5%
Q2 2017$15,000
-86.6%
109
-87.0%
0.01%
-87.9%
Q1 2017$112,000
+19.1%
841
+15.4%
0.07%
-5.7%
Q4 2016$94,0007290.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2019
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 258,800$49,058,03327.42%
Aufman Associates Inc 148,061$28,066,35423.89%
Investments & Financial Planning, LLC 103,364$19,593,70617.98%
MBE Wealth Management, LLC 140,161$26,568,89515.64%
Whelan Financial 122,311$23,185,25912.86%
Brown Financial Advisory 67,451$12,786,09512.31%
BLUESTEM FINANCIAL ADVISORS, LLC 103,905$19,696,30312.13%
Family Investment Center, Inc. 92,753$17,582,31212.08%
McCarthy Grittinger Financial Group, LLC 157,695$29,892,59111.85%
Chandler Asset Management, Inc. 262,837$49,823,32511.83%
View complete list of VANGUARD INDEX FDS shareholders