Invst, 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
Invst, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$17,479,348
-6.7%
81,611
+0.1%
2.53%
-6.8%
Q2 2023$18,737,545
+6.4%
81,560
-1.9%
2.71%
-0.6%
Q1 2023$17,608,637
-1.6%
83,114
+4.0%
2.73%
-2.1%
Q4 2022$17,899,504
+3.3%
79,926
-9.3%
2.78%
-6.2%
Q3 2022$17,320,000
-14.4%
88,081
+1.2%
2.97%
-5.2%
Q2 2022$20,233,000
+12.4%
87,030
-2.4%
3.13%
+5.8%
Q1 2022$18,001,000
-11.7%
89,184
+0.5%
2.96%
-7.2%
Q4 2021$20,385,000
-9.9%
88,748
+9.9%
3.19%
-10.8%
Q3 2021$22,625,000
+2.9%
80,758
+1.3%
3.58%
-0.7%
Q2 2021$21,994,000
-4.0%
79,719
-1.0%
3.60%
-9.1%
Q1 2021$22,910,000
+10.1%
80,485
+3.5%
3.96%
+4.8%
Q4 2020$20,813,000
+45.6%
77,758
+18.8%
3.78%
+13.5%
Q3 2020$14,294,00065,4763.33%
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