MPS Loria Financial Planners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VXF and the CUSIP is 922908652. A total of 602 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.35 and the average weighting 0.5%.

Quarter-by-quarter ownership
MPS Loria Financial Planners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$241,967
-3.7%
1,6880.0%0.10%
+1.1%
Q2 2023$251,252
+6.2%
1,6880.0%0.09%
-2.1%
Q1 2023$236,683
+5.5%
1,6880.0%0.10%
-4.0%
Q4 2022$224,291
+4.3%
1,6880.0%0.10%
+20.5%
Q3 2022$215,000
-2.7%
1,6880.0%0.08%
-17.0%
Q2 2022$221,000
-42.4%
1,688
-27.3%
0.10%
-37.9%
Q1 2022$384,000
+24.7%
2,322
+37.6%
0.16%
+27.8%
Q4 2021$308,000
+0.3%
1,6880.0%0.13%
-10.6%
Q3 2021$307,000
-3.5%
1,6880.0%0.14%
-4.1%
Q2 2021$318,000
+6.7%
1,6880.0%0.15%
+5.8%
Q1 2021$298,000
+8.8%
1,6880.0%0.14%
+13.0%
Q4 2020$274,000
+25.1%
1,6880.0%0.12%
+8.8%
Q3 2020$219,000
+9.5%
1,6880.0%0.11%
+5.6%
Q2 2020$200,000
-5.7%
1,6880.0%0.11%
-14.4%
Q4 2019$212,000
+6.0%
1,6880.0%0.12%
-2.3%
Q2 2019$200,000
-8.3%
1,688
-5.2%
0.13%
-5.9%
Q3 2018$218,000
+4.3%
1,781
+0.4%
0.14%
-35.5%
Q2 2018$209,000
+17.4%
1,774
+0.9%
0.21%
+77.3%
Q2 2017$178,0001,7580.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
ACT WEALTH MANAGEMENT, LLC 149,880$27,407,00015.78%
Freedman Financial Associates, Inc. 122,791$22,454,00015.34%
Tower Wealth Partners, Inc. 74,003$13,532,00013.71%
CWS Financial Advisors, LLC 209,161$38,247,00013.48%
SWM Advisors 170,400$28,914,00012.65%
Gleason Group, Inc. 196,416$35,917,00011.72%
Bridgeworth, LLC 264,525$48,371,00010.68%
Engrave Wealth Partners LLC 165,971$30,349,0008.76%
FC Advisory LLC 113,713$20,793,0008.69%
MAYPORT, LLC 63,233$11,563,0008.60%
View complete list of VANGUARD INDEX FDS shareholders