Steward Partners Investment Advisory, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 711 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 5.99 and the average weighting 0.6%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$8,032,032
-0.1%
37,501
+7.2%
0.12%
+2.5%
Q2 2023$8,037,626
+6.3%
34,986
+0.1%
0.12%0.0%
Q1 2023$7,562,400
+9.5%
34,945
+1.5%
0.12%
+3.4%
Q4 2022$6,903,449
+3.4%
34,424
+0.6%
0.12%
-6.4%
Q3 2022$6,678,000
-4.8%
34,223
-3.9%
0.12%
-3.1%
Q2 2022$7,018,000
-16.8%
35,621
+4.7%
0.13%
-1.5%
Q1 2022$8,440,000
-10.0%
34,014
+2.2%
0.13%
-8.4%
Q4 2021$9,379,000
+12.1%
33,285
+11.5%
0.14%
-0.7%
Q3 2021$8,363,000
-3.0%
29,851
+0.4%
0.14%
-1.4%
Q2 2021$8,620,000
-100.0%
29,745
-66.9%
0.15%
-32.7%
Q1 2021$24,698,704,000
+319169.7%
89,928
+211.1%
0.22%
+29.2%
Q4 2020$7,736,000
+21.8%
28,904
-2.2%
0.17%
+5.0%
Q3 2020$6,352,000
+0.7%
29,555
-6.5%
0.16%
-11.1%
Q2 2020$6,307,000
+28.8%
31,601
-3.0%
0.18%
+0.6%
Q1 2020$4,896,000
-29.9%
32,575
-7.3%
0.18%
-13.1%
Q4 2019$6,984,000
+12.3%
35,151
+2.9%
0.21%
-1.9%
Q3 2019$6,218,000
-0.8%
34,160
+1.4%
0.21%
-8.7%
Q2 2019$6,271,000
+0.6%
33,680
-2.9%
0.23%
-12.9%
Q1 2019$6,231,000
+20.1%
34,673
+0.6%
0.26%
+4.3%
Q4 2018$5,188,000
-22.6%
34,453
-3.8%
0.25%
-20.9%
Q3 2018$6,707,000
+8.0%
35,803
+1.3%
0.32%
-13.7%
Q2 2018$6,212,000
+8.8%
35,336
+1.5%
0.37%
-5.1%
Q1 2018$5,708,000
-1.0%
34,817
-2.9%
0.39%
-11.3%
Q4 2017$5,767,000
+8.2%
35,855
+2.7%
0.44%
-18.8%
Q3 2017$5,330,000
+5.9%
34,923
+1.1%
0.54%
-3.9%
Q2 2017$5,033,000
+7.0%
34,538
+3.2%
0.56%
-20.6%
Q1 2017$4,705,000
-11.7%
33,452
-16.4%
0.71%
-70.8%
Q4 2016$5,327,00040,0122.44%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
BALASA DINVERNO & FOLTZ LLC 593,133$72,030,00012.10%
Summit Financial Strategies, Inc. 108,754$13,207,00010.28%
Corrigan Financial, Inc. 65,016$7,895,6008.36%
Arrow Investment Advisors, LLC 173,821$21,109,0005.54%
MCMILLION CAPITAL MANAGEMENT INC 47,800$5,805,0004.35%
FORTE CAPITAL LLC /ADV 85,430$10,375,0004.25%
IBBOTSON ASSOCIATES INC 54,000$6,558,0003.39%
INSPIRION WEALTH ADVISORS, LLC 35,564$4,319,0003.17%
Stratos Wealth Partners, LTD. 293,962$35,699,0002.98%
Asset Management Group, Inc. 49,088$5,961,0002.70%
View complete list of VANGUARD INDEX FDS shareholders