Sage Mountain Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 891 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
Sage Mountain Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$1,435,746
-4.1%
5,7400.0%0.13%
-14.7%
Q1 2024$1,496,533
+65.5%
5,740
+53.4%
0.16%
+48.6%
Q4 2023$904,462
+12.9%
3,7410.0%0.10%
-4.5%
Q3 2023$801,247
-6.8%
3,7410.0%0.11%
-9.8%
Q2 2023$859,457
-61.4%
3,741
-52.7%
0.12%
-54.3%
Q4 2021$2,227,0007,9020.27%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Radnor Financial Advisors, LLC 140,946$39,114,00017.08%
Jentner Corp 76,026$20,880,00016.27%
BALASA DINVERNO & FOLTZ LLC 471,153$129,402,00010.38%
BHK Investment Advisors, LLC 73,207$19,595,0009.10%
CHOREO, LLC 430,021$118,105,0007.54%
INSPIRION WEALTH ADVISORS, LLC 90,568$24,875,0006.59%
American Financial Advisors, LLC 160,249$44,012,0006.54%
Bishop & Co Investment Management, LLC 44,823$12,311,0006.39%
AFFINITY WEALTH MANAGEMENT LLC 112,284$31,126,0006.36%
MCMILLION CAPITAL MANAGEMENT INC 38,796$10,655,0006.24%
View complete list of VANGUARD INDEX FDS shareholders