Kovack Advisors, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,795 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.03 and the average weighting 2.7%.

Quarter-by-quarter ownership
Kovack Advisors, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,394,288
-10.6%
25,396
-7.3%
0.75%
-2.7%
Q2 2023$6,035,873
-1.6%
27,401
-8.8%
0.77%
-7.5%
Q1 2023$6,131,934
-6.1%
30,044
-12.0%
0.84%
-12.4%
Q4 2022$6,527,954
+6.0%
34,144
-0.5%
0.95%
+5.5%
Q3 2022$6,158,000
-5.6%
34,313
-0.7%
0.90%
+5.0%
Q2 2022$6,521,000
-18.4%
34,570
-1.5%
0.86%
+4.9%
Q1 2022$7,994,000
-6.8%
35,114
-1.1%
0.82%
-1.0%
Q4 2021$8,576,000
+11.4%
35,519
+2.4%
0.83%
-1.0%
Q3 2021$7,700,000
-0.2%
34,675
+0.1%
0.84%
-4.8%
Q2 2021$7,718,000
+10.4%
34,640
+2.4%
0.88%
-3.3%
Q1 2021$6,992,000
+16.4%
33,829
+9.6%
0.91%
+5.2%
Q4 2020$6,005,000
+17.1%
30,853
+2.5%
0.86%
-5.4%
Q3 2020$5,128,000
+20.9%
30,109
+11.1%
0.91%
+10.5%
Q2 2020$4,243,000
+35.1%
27,105
+11.3%
0.83%
+13.9%
Q1 2020$3,140,000
-59.3%
24,361
-48.3%
0.72%
-47.4%
Q4 2019$7,711,000
+13.6%
47,125
+4.9%
1.38%
-1.0%
Q3 2019$6,786,000
+13.7%
44,943
+13.0%
1.39%
+2.1%
Q2 2019$5,967,000
-11.1%
39,759
-14.3%
1.36%
-18.5%
Q1 2019$6,714,000
+19.6%
46,399
+5.5%
1.67%
+2.0%
Q4 2018$5,613,000
-15.5%
43,979
-0.9%
1.64%
-4.2%
Q3 2018$6,642,000
-1.7%
44,385
-7.7%
1.71%
-9.2%
Q2 2018$6,755,000
+3.7%
48,101
+0.2%
1.89%
+15.4%
Q1 2018$6,517,000
+34.5%
48,018
+36.0%
1.64%
+33.5%
Q4 2017$4,847,000
+3.9%
35,312
-1.9%
1.22%
-20.8%
Q3 2017$4,663,000
+8.3%
35,999
+4.0%
1.55%
+13.8%
Q2 2017$4,307,000
+16.5%
34,610
+13.6%
1.36%
-5.6%
Q1 2017$3,697,000
+64.9%
30,470
+56.7%
1.44%
+35.0%
Q4 2016$2,242,000
+7.0%
19,443
+3.3%
1.07%
+4.6%
Q3 2016$2,096,000
+7.2%
18,829
+3.2%
1.02%
-1.6%
Q2 2016$1,955,000
+24.2%
18,245
+21.5%
1.04%
+5.4%
Q1 2016$1,574,000
-5.6%
15,012
-6.1%
0.98%
-10.5%
Q4 2015$1,668,000
+2.4%
15,995
-3.1%
1.10%
-3.3%
Q3 2015$1,629,000
-25.3%
16,499
-19.1%
1.14%
-26.3%
Q2 2015$2,182,000
+3.0%
20,391
+3.2%
1.54%
-13.8%
Q1 2015$2,119,000
+7.7%
19,761
+6.4%
1.79%
-11.9%
Q4 2014$1,968,000
+204.2%
18,566
+190.7%
2.03%
+113.4%
Q3 2014$647,000
-36.9%
6,386
-36.6%
0.95%
-36.0%
Q2 2014$1,025,00010,0701.49%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,021,603$225,039100.00%
Rainwater Charitable Foundation 457,782$100,840,21973.29%
Ebor Charitable Trust 77,869$17,152,98368.48%
Cabot-Wellington, LLC 538,033$118,517,82265.65%
Gibson Capital, LLC 972,491$214,220,49355.65%
University of Massachusetts Foundation, Inc. 503,429$110,895,34052.21%
Avalon Advisory Group 414,742$91,359,41151.97%
Beacon Wealthcare LLC 454,010$100,009,24551.01%
AEGON USA Investment Management, LLC 387,771$85,418,19649.00%
CARL STUART INVESTMENT ADVISOR, INC 281,327$61,970,71947.55%
View complete list of VANGUARD INDEX FDS shareholders