Royal Fund Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 881 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.17 and the average weighting 0.5%.

Quarter-by-quarter ownership
Royal Fund Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,042,706
-9.3%
9,537
-2.7%
0.28%
-1.4%
Q2 2023$2,252,409
+0.2%
9,804
-5.6%
0.28%
-13.0%
Q1 2023$2,247,698
-5.2%
10,386
-12.2%
0.32%
-14.6%
Q4 2022$2,372,063
-3.1%
11,828
-5.7%
0.38%
-15.3%
Q3 2022$2,448,000
-6.4%
12,547
-5.5%
0.44%
+2.3%
Q2 2022$2,616,000
-23.1%
13,281
-3.1%
0.44%
-11.8%
Q1 2022$3,401,000
-11.3%
13,707
+0.7%
0.49%
-10.4%
Q4 2021$3,836,000
+3.7%
13,614
+3.1%
0.55%
+2.0%
Q3 2021$3,698,000
+0.2%
13,199
+3.7%
0.54%
-11.8%
Q2 2021$3,690,000
+16.3%
12,733
+10.2%
0.61%
+5.2%
Q1 2021$3,174,000
+12.7%
11,559
+9.8%
0.58%
-2.7%
Q4 2020$2,817,000
+53.3%
10,526
+23.0%
0.60%
+27.0%
Q3 2020$1,838,000
+76.7%
8,556
+64.1%
0.47%
+28.1%
Q2 2020$1,040,000
+75.7%
5,213
+32.2%
0.37%
+52.3%
Q1 2020$592,000
-52.3%
3,943
-36.9%
0.24%
-23.7%
Q4 2019$1,241,000
+77.8%
6,250
+62.8%
0.32%
+62.1%
Q3 2019$698,000
+39.9%
3,839
+43.1%
0.20%
+31.8%
Q2 2019$499,000
+39.4%
2,683
+34.7%
0.15%
+29.8%
Q1 2019$358,000
+132.5%
1,992
+94.5%
0.11%
+83.9%
Q4 2018$154,000
+7600.0%
1,024
+7214.3%
0.06%
+6100.0%
Q3 2018$2,0000.0%140.0%0.00%0.0%
Q2 2018$2,000
+100.0%
14
+75.0%
0.00%
Q1 2018$1,00080.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Jentner Corp 160,172$25,929,00022.78%
BALASA DINVERNO & FOLTZ LLC 624,600$100,467,00014.89%
Summit Financial Strategies, Inc. 117,734$18,937,0009.91%
BHK Investment Advisors, LLC 56,754$9,129,0007.70%
Corrigan Financial, Inc. 55,366$8,905,5457.47%
MATHER GROUP, LLC. 409,308$65,837,0007.32%
Towerpoint Wealth, LLC 27,803$4,472,0005.92%
INSPIRION WEALTH ADVISORS, LLC 71,836$11,555,0005.61%
Brickley Wealth Management 52,464$8,439,0004.48%
Mosaic Family Wealth, LLC 75,236$12,102,0004.40%
View complete list of VANGUARD INDEX FDS shareholders