Triumph Capital Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 838 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.4%.

Quarter-by-quarter ownership
Triumph Capital Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$320,264
+32.9%
1,495
+42.5%
0.14%
+33.0%
Q2 2023$241,058
+5.7%
1,049
-0.5%
0.11%
-6.8%
Q1 2023$228,140
-10.5%
1,054
-17.1%
0.12%
-14.6%
Q4 2022$254,921
+14.8%
1,271
+11.9%
0.14%
+13.2%
Q3 2022$222,000
+909.1%
1,136
-94.6%
0.12%
+908.3%
Q2 2022$22,000
-92.6%
21,000
+1642.7%
0.01%
-90.7%
Q1 2022$299,0001,2050.13%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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