PINNACLE ASSOCIATES LTD - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 825 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.48 and the average weighting 0.5%.

Quarter-by-quarter ownership
PINNACLE ASSOCIATES LTD ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$814,918
-9.8%
3,805
-3.3%
0.02%
-6.2%
Q2 2023$903,758
+7.3%
3,934
+1.0%
0.02%
-5.9%
Q1 2023$842,663
+1.4%
3,894
-6.0%
0.02%
-5.6%
Q4 2022$830,803
+3.1%
4,143
+0.3%
0.02%
-5.3%
Q3 2022$806,000
+3.5%
4,132
+4.6%
0.02%
+11.8%
Q2 2022$779,000
-58.4%
3,952
-47.7%
0.02%
-48.5%
Q1 2022$1,874,000
-3.6%
7,553
+9.5%
0.03%
-2.9%
Q4 2021$1,944,000
+4.7%
6,898
+4.1%
0.03%0.0%
Q3 2021$1,856,000
-1.2%
6,626
+2.3%
0.03%0.0%
Q2 2021$1,878,000
+6.3%
6,480
+0.7%
0.03%0.0%
Q1 2021$1,767,000
+12.0%
6,435
+9.2%
0.03%
+6.2%
Q4 2020$1,578,000
+27.8%
5,895
+2.6%
0.03%
+10.3%
Q3 2020$1,235,000
+41.6%
5,745
+31.5%
0.03%
+31.8%
Q2 2020$872,0004,3700.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
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