Security National Bank - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VXF and the CUSIP is 922908652. A total of 752 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.42 and the average weighting 0.5%.

Quarter-by-quarter ownership
Security National Bank ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$4,458,925
-3.7%
26,4170.0%0.65%
-7.7%
Q1 2024$4,630,108
+6.6%
26,4170.0%0.70%
-28.5%
Q4 2023$4,343,483
+14.5%
26,4170.0%0.98%
-7.9%
Q3 2023$3,794,274
-3.5%
26,4170.0%1.06%
+6.4%
Q2 2023$3,931,642
-2.7%
26,417
-8.3%
1.00%
-7.1%
Q1 2023$4,040,424
+5.5%
28,8190.0%1.08%
+4.5%
Q4 2022$3,828,892
+4.5%
28,8190.0%1.03%
+1.1%
Q3 2022$3,663,000
-4.7%
28,819
-1.7%
1.02%
-4.5%
Q2 2022$3,844,000
-20.7%
29,319
+0.2%
1.07%
-3.5%
Q1 2022$4,847,000
-9.4%
29,2570.0%1.11%
-8.5%
Q4 2021$5,350,000
+0.0%
29,257
-0.3%
1.21%
-9.8%
Q3 2021$5,349,000
-3.3%
29,3320.0%1.34%
-7.8%
Q2 2021$5,532,000
+6.6%
29,3320.0%1.46%
-4.6%
Q1 2021$5,189,000
+7.1%
29,332
-0.2%
1.53%
-0.9%
Q4 2020$4,846,000
+27.2%
29,3820.0%1.54%
+16.0%
Q3 2020$3,811,000
+9.6%
29,3820.0%1.33%
-7.5%
Q2 2020$3,477,000
+28.0%
29,382
-2.1%
1.44%
+0.7%
Q1 2020$2,717,000
-35.1%
30,007
-9.6%
1.43%
-23.5%
Q4 2019$4,184,000
+8.3%
33,2070.0%1.86%
+2.4%
Q3 2019$3,863,000
-1.9%
33,2070.0%1.82%
-6.4%
Q2 2019$3,938,000
+2.7%
33,2070.0%1.95%
-2.2%
Q1 2019$3,834,000
+15.4%
33,207
-0.2%
1.99%
-4.0%
Q4 2018$3,322,00033,2822.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
OIKOS HOLDINGS LLC 414,100$61,630,50324.33%
ACT WEALTH MANAGEMENT, LLC 196,336$29,220,71616.44%
CABANA LLC 20,537$3,056,45011.82%
Gleason Group, Inc. 294,719$43,863,05211.38%
Beacon Harbor Wealth Advisors, Inc. 182,737$27,1978.90%
MAYPORT, LLC 96,075$14,298,8068.09%
FC Advisory LLC 129,754$19,311,2867.90%
Van Cleef Asset Management,Inc 325,878$48,500,4437.45%
Applied Capital LLC 78,377$11,664,8537.24%
James J. Burns & Company, LLC 174,050$25,9056.57%
View complete list of VANGUARD INDEX FDS shareholders