BELLEVUE ASSET MANAGEMENT, 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
BELLEVUE ASSET MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$43,906
-6.8%
2050.0%0.03%
-3.3%
Q2 2023$47,096
+6.2%
2050.0%0.03%0.0%
Q1 2023$44,364
+8.9%
2050.0%0.03%
-6.2%
Q4 2022$40,728
-0.7%
2050.0%0.03%0.0%
Q3 2022$41,0000.0%2050.0%0.03%
+6.7%
Q2 2022$41,000
-19.6%
2050.0%0.03%
-3.2%
Q1 2022$51,000
-12.1%
2050.0%0.03%
-8.8%
Q4 2021$58,0000.0%2050.0%0.03%
-2.9%
Q3 2021$58,000
-1.7%
2050.0%0.04%
-2.8%
Q2 2021$59,000
+5.4%
2050.0%0.04%
+2.9%
Q1 2021$56,000
-5.1%
2050.0%0.04%
-2.8%
Q4 2020$59,000
+34.1%
2050.0%0.04%
+16.1%
Q3 2020$44,000
+7.3%
2050.0%0.03%
-26.2%
Q2 2020$41,000
+17.1%
2050.0%0.04%
+16.7%
Q1 2020$35,000
-14.6%
2050.0%0.04%
+12.5%
Q4 2019$41,0002050.03%
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