Summit Wealth Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VXF and the CUSIP is 922908652. A total of 662 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 1.15 and the average weighting 0.5%.

Quarter-by-quarter ownership
Summit Wealth Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$6,473
+15687.8%
43,493
-99.2%
2.62%
+167.7%
Q1 2023$41
-100.0%
5,685,800
+206131.4%
0.98%
+23.1%
Q3 2021$503,000
-91.8%
2,757
-92.6%
0.80%
-79.4%
Q4 2020$6,155,000
+11.8%
37,374
-11.9%
3.86%
-19.2%
Q3 2020$5,503,000
+10.1%
42,424
+0.5%
4.78%
+4.6%
Q2 2020$4,996,000
+38.9%
42,214
+6.2%
4.57%
+25.3%
Q1 2020$3,598,000
-21.4%
39,743
+9.4%
3.65%
-15.6%
Q4 2019$4,576,00036,3224.32%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
ACT WEALTH MANAGEMENT, LLC 149,880$27,407,00015.78%
Freedman Financial Associates, Inc. 122,791$22,454,00015.34%
Tower Wealth Partners, Inc. 74,003$13,532,00013.71%
CWS Financial Advisors, LLC 209,161$38,247,00013.48%
SWM Advisors 170,400$28,914,00012.65%
Gleason Group, Inc. 196,416$35,917,00011.72%
Bridgeworth, LLC 264,525$48,371,00010.68%
Engrave Wealth Partners LLC 165,971$30,349,0008.76%
FC Advisory LLC 113,713$20,793,0008.69%
MAYPORT, LLC 63,233$11,563,0008.60%
View complete list of VANGUARD INDEX FDS shareholders