Trellis Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VXF and the CUSIP is 922908652. A total of 430 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.32 and the average weighting 0.6%.

Quarter-by-quarter ownership
Trellis Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$349,499
-3.1%
2,438
+0.6%
0.16%
-0.6%
Q2 2023$360,700
+6.2%
2,4240.0%0.16%
-1.2%
Q1 2023$339,784
+5.6%
2,424
+0.1%
0.16%
-3.6%
Q4 2022$321,771
+4.8%
2,422
+0.1%
0.17%
-3.4%
Q3 2022$307,000
-3.2%
2,419
+0.1%
0.18%
+0.6%
Q2 2022$317,000
-24.9%
2,417
-5.1%
0.17%
-17.5%
Q1 2022$422,000
-25.6%
2,548
-17.8%
0.21%
-21.6%
Q4 2021$567,000
+5.8%
3,099
+5.4%
0.27%
-2.2%
Q3 2021$536,000
-3.2%
2,941
+0.0%
0.28%
-4.5%
Q2 2021$554,000
-2.5%
2,940
-8.4%
0.29%
-9.4%
Q1 2021$568,000
+6.4%
3,211
-0.9%
0.32%
-1.2%
Q4 2020$534,000
+20.3%
3,241
-5.4%
0.32%
+1.6%
Q3 2020$444,000
+31.8%
3,425
+20.3%
0.32%
+19.6%
Q2 2020$337,000
+49.8%
2,847
+14.4%
0.26%
+22.1%
Q1 2020$225,000
-23.7%
2,489
+6.4%
0.22%
-6.5%
Q4 2019$295,000
+8.1%
2,339
-0.2%
0.23%
+0.4%
Q3 2019$273,000
-1.8%
2,344
+0.1%
0.23%
-2.1%
Q2 2019$278,000
-2.5%
2,342
-5.0%
0.24%
-8.2%
Q1 2019$285,000
+15.9%
2,4640.0%0.26%
+2.8%
Q4 2018$246,000
-19.3%
2,464
-0.8%
0.25%
-7.4%
Q3 2018$305,000
+22.5%
2,485
+17.4%
0.27%
+15.4%
Q2 2018$249,000
+5.5%
2,1170.0%0.23%
+3.5%
Q1 2018$236,000
-0.8%
2,117
-0.7%
0.23%
+0.4%
Q4 2017$238,0002,1320.22%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2020
NameSharesValueWeighting ↓
FCG ADVISORS, LLC 260,840$30,930,0009.76%
FC Advisory LLC 120,008$14,308,0008.87%
Van Cleef Asset Management,Inc 321,928$38,174,0008.39%
Bridgeworth, LLC 157,884$18,722,0007.10%
Harfst & Associates, Inc. 134,685$15,971,0006.52%
RESTON WEALTH MANAGEMENT LLC 54,770$6,495,0005.10%
First National Bank of South Miami 41,901$5,052,0004.73%
Sargent Bickham Lagudis LLC 331,645$39,326,0004.67%
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 753,000$89,290,0004.05%
SMITH CAPITAL MANAGEMENT INC /AR/ADV 46,166$5,474,0004.01%
View complete list of VANGUARD INDEX FDS shareholders