Biltmore Family Office, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,097 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 0.25 and the average weighting 0.8%.

Quarter-by-quarter ownership
Biltmore Family Office, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$946,903
+24.9%
4,326
+30.4%
0.17%
+16.8%
Q1 2024$758,233
+7.2%
3,3170.0%0.15%
+2.1%
Q4 2023$707,616
+12.8%
3,3170.0%0.15%
+2.8%
Q3 2023$627,145
-4.9%
3,3170.0%0.14%
+1.4%
Q2 2023$659,718
+4.9%
3,3170.0%0.14%
+5.3%
Q1 2023$628,771
+3.3%
3,3170.0%0.13%
+6.4%
Q4 2022$608,802
+7.4%
3,3170.0%0.12%
-3.8%
Q3 2022$567,000
-2.9%
3,3170.0%0.13%
-11.0%
Q2 2022$584,000
-21.2%
3,317
-4.8%
0.15%
-8.2%
Q1 2022$741,000
-6.0%
3,486
+0.0%
0.16%
+6.0%
Q4 2021$788,000
+3.4%
3,4850.0%0.15%
-18.5%
Q3 2021$762,000
-2.9%
3,4850.0%0.18%
-17.5%
Q2 2021$785,000
+5.2%
3,4850.0%0.22%
-3.9%
Q1 2021$746,000
+10.0%
3,485
+0.0%
0.23%
+13.7%
Q4 2020$678,000
+47.7%
3,484
+16.8%
0.20%
-20.3%
Q3 2020$459,000
-5.6%
2,984
-10.5%
0.26%
-12.6%
Q2 2020$486,000
+26.2%
3,3340.0%0.29%
+15.8%
Q1 2020$385,000
-27.5%
3,334
+4.1%
0.25%
+18.8%
Q4 2019$531,000
+7.7%
3,203
+0.0%
0.21%0.0%
Q3 2019$493,000
-7.2%
3,202
-5.2%
0.21%
-25.8%
Q2 2019$531,000
+2.7%
3,3760.0%0.29%
+9.1%
Q1 2019$517,000
+15.9%
3,3760.0%0.26%
+4.4%
Q4 2018$446,000
-19.1%
3,376
+0.1%
0.25%
-3.8%
Q3 2018$551,000
+12.9%
3,374
+7.6%
0.26%
+7.8%
Q2 2018$488,000
-0.6%
3,137
-6.1%
0.24%
+11.5%
Q1 2018$491,000
-0.6%
3,3420.0%0.22%
-2.2%
Q4 2017$494,0003,3420.22%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2019
NameSharesValueWeighting ↓
VISTA CAPITAL PARTNERS, INC. 366,577$40,870,00012.56%
Water Oak Advisors LLC 99,758$11,122,0009.96%
Fiduciary Wealth Partners, LLC 70,335$7,842,0008.24%
Advisory Alpha, LLC 117,725$13,118,0007.00%
INR ADVISORY SERVICES LLC 291,976$32,552,0006.04%
MOLLER WEALTH PARTNERS 90,672$10,109,0005.93%
Stonehearth Capital Management, LLC 59,776$6,664,0005.82%
US FINANCIAL ADVISORS, LLC 28,033$3,125,0005.44%
Ruggie Capital Group 45,572$5,081,0005.15%
Cranberry Lake Advisors LLC 70,000$7,804,0005.03%
View complete list of VANGUARD INDEX FDS shareholders