Bogart Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VXF and the CUSIP is 922908652. A total of 22 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$478,292
-8.4%
3,337
-4.9%
0.03%
-9.1%
Q2 2023$522,393
+2766.2%
3,510
+2600.0%
0.03%
+3200.0%
Q1 2023$18,226
-8.5%
130
-13.3%
0.00%0.0%
Q4 2022$19,929
-63.1%
150
-65.0%
0.00%
-80.0%
Q3 2022$54,000
+170.0%
428
+185.3%
0.01%
+150.0%
Q2 2022$20,000
-35.5%
150
-20.2%
0.00%
-33.3%
Q1 2022$31,000
+14.8%
188
+25.3%
0.00%
+50.0%
Q4 2021$27,0000.0%1500.0%0.00%
-33.3%
Q3 2021$27,000
-15.6%
150
-11.8%
0.00%0.0%
Q2 2021$32,000
+6.7%
1700.0%0.00%
-25.0%
Q1 2021$30,000
+114.3%
170
+13.3%
0.00%0.0%
Q1 2020$14,0001500.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
ACT WEALTH MANAGEMENT, LLC 176,312$23,114,00015.11%
CWS Financial Advisors, LLC 202,521$26,551,00012.14%
SWM Advisors 95,382$12,505,00011.39%
Gleason Group, Inc. 235,662$30,895,00010.63%
Bridgeworth, LLC 342,900$44,954,00010.51%
MAYPORT, LLC 76,629$10,046,0008.26%
FC Advisory LLC 124,803$16,362,0007.84%
Van Cleef Asset Management,Inc 333,584$43,733,0007.41%
Firestone Capital Management 122,714$16,088,0006.26%
Applied Capital LLC 67,645$8,868,0006.07%
View complete list of VANGUARD INDEX FDS shareholders