Private Capital Group, LLC - 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
Private Capital Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2022$745,000
-90.2%
3,782
-87.7%
0.56%
-67.6%
Q1 2022$7,632,000
-11.8%
30,757
+0.1%
1.73%
-5.7%
Q4 2021$8,654,000
-0.4%
30,711
-1.0%
1.84%
-6.2%
Q3 2021$8,692,000
-1.5%
31,026
+1.9%
1.96%
-2.5%
Q2 2021$8,828,000
+7.3%
30,462
+1.7%
2.01%
-1.8%
Q1 2021$8,228,000
-8.6%
29,957
-11.0%
2.04%
+23.1%
Q4 2020$9,005,000
+26.0%
33,643
+1.2%
1.66%
+10.5%
Q3 2020$7,146,000
+7.6%
33,249
-0.1%
1.50%
+4.5%
Q2 2020$6,642,000
+23.9%
33,279
-6.7%
1.44%
+3.7%
Q1 2020$5,360,000
-28.6%
35,665
-5.6%
1.39%
-13.4%
Q4 2019$7,509,000
-30.5%
37,793
-36.3%
1.60%
-16.4%
Q3 2019$10,800,000
+15.4%
59,328
+11.5%
1.91%
-10.4%
Q2 2019$9,356,000
-10.5%
53,217
-8.4%
2.14%
+7.4%
Q1 2019$10,455,000
+20.3%
58,097
+0.7%
1.99%
+6.0%
Q4 2018$8,689,000
-15.6%
57,700
+5.1%
1.88%
-9.2%
Q3 2018$10,301,000
+8.4%
54,912
+1.6%
2.06%
+0.4%
Q2 2018$9,500,000
+10.6%
54,043
+3.1%
2.06%
+7.4%
Q1 2018$8,593,000
+27.9%
52,415
+25.5%
1.91%
+20.8%
Q4 2017$6,717,00041,7561.58%
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