PINNACLE ASSOCIATES LTD - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,271 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.70 and the average weighting 0.9%.

Quarter-by-quarter ownership
PINNACLE ASSOCIATES LTD ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$72,973,251
-5.4%
385,959
-0.5%
1.36%
+1.3%
Q2 2023$77,112,401
+5.7%
387,714
+0.8%
1.34%
-10.3%
Q1 2023$72,938,833
+4.2%
384,780
+0.9%
1.49%
-2.2%
Q4 2022$69,970,843
+1.2%
381,229
-5.7%
1.52%
-3.9%
Q3 2022$69,121,000
-0.4%
404,432
+2.7%
1.59%
+4.9%
Q2 2022$69,385,000
-25.5%
393,988
-10.1%
1.51%
-8.2%
Q1 2022$93,111,000
+5.0%
438,127
+11.7%
1.65%
+7.7%
Q4 2021$88,676,000
+5.6%
392,352
+2.2%
1.53%
-1.1%
Q3 2021$83,939,000
-2.8%
383,864
+0.2%
1.55%
-0.9%
Q2 2021$86,313,000
+5.9%
383,138
+0.6%
1.56%
+0.5%
Q1 2021$81,512,000
+10.8%
380,757
+0.8%
1.55%
+4.0%
Q4 2020$73,558,000
+27.6%
377,840
+0.8%
1.49%
+9.1%
Q3 2020$57,651,000
+6.9%
374,842
+1.3%
1.37%
+3.0%
Q2 2020$53,914,000
+47.5%
369,981
+16.8%
1.33%
+19.6%
Q1 2020$36,558,000
-33.1%
316,685
-4.0%
1.11%
-7.2%
Q4 2019$54,653,000
+7.3%
329,950
-0.3%
1.20%
-0.2%
Q3 2019$50,927,000
-1.9%
330,934
-0.1%
1.20%
-1.3%
Q2 2019$51,921,000
+3.0%
331,427
+0.5%
1.22%
+6.8%
Q1 2019$50,397,000
+16.0%
329,823
+0.2%
1.14%
+1.5%
Q4 2018$43,459,000
-23.2%
329,259
-5.4%
1.12%
-4.4%
Q3 2018$56,594,000
+5.2%
348,097
+0.7%
1.17%
+6.1%
Q2 2018$53,813,000
+9.4%
345,690
+3.3%
1.11%
+14.8%
Q1 2018$49,170,000
+2.8%
334,674
+3.4%
0.96%
+4.9%
Q4 2017$47,820,000
+7.5%
323,543
+2.8%
0.92%
+12.1%
Q3 2017$44,490,000
+22.9%
314,818
+17.9%
0.82%
+17.8%
Q2 2017$36,201,000
+1.6%
267,091
-0.1%
0.70%
+2.2%
Q1 2017$35,635,000
+3.7%
267,368
+0.3%
0.68%
-1.9%
Q4 2016$34,378,000
+12.2%
266,575
+6.3%
0.69%
+12.8%
Q3 2016$30,646,000
+5.7%
250,824
+0.0%
0.62%
-1.6%
Q2 2016$29,006,000
+6.7%
250,746
+2.8%
0.62%
+7.4%
Q1 2016$27,191,000
+2.7%
243,890
+1.9%
0.58%
+4.7%
Q4 2015$26,484,000
+5.8%
239,372
+3.2%
0.56%
+0.4%
Q3 2015$25,034,000
-10.0%
231,906
+1.3%
0.55%
+7.4%
Q2 2015$27,808,000
-2.7%
228,932
-1.8%
0.52%
-3.2%
Q1 2015$28,583,000
+13.5%
233,215
+8.0%
0.53%
+7.9%
Q4 2014$25,192,000
+6.2%
215,945
+0.7%
0.49%
+2.3%
Q3 2014$23,713,000
-5.8%
214,346
-0.2%
0.48%
-1.6%
Q2 2014$25,166,000
+8.5%
214,876
+4.6%
0.49%
+8.6%
Q1 2014$23,198,000
+4.6%
205,380
+1.8%
0.45%
+4.4%
Q4 2013$22,176,000
+8.3%
201,688
+1.0%
0.43%
+2.4%
Q3 2013$20,470,000
+15.7%
199,726
+5.8%
0.42%
+6.3%
Q2 2013$17,691,000188,7840.40%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 270,794$53,858,11927.31%
Aufman Associates Inc 147,943$29,424,40424.27%
Investments & Financial Planning, LLC 107,417$21,364,11418.50%
MBE Wealth Management, LLC 148,264$29,488,32515.85%
Whelan Financial 125,604$24,981,37513.06%
Family Investment Center, Inc. 99,242$19,738,14812.63%
BLUESTEM FINANCIAL ADVISORS, LLC 103,586$20,602,25812.46%
McCarthy Grittinger Financial Group, LLC 158,607$31,545,34212.20%
BCK Partners, Inc. 96,331$19,159,17311.98%
Brown Financial Advisory 71,177$14,156,48111.55%
View complete list of VANGUARD INDEX FDS shareholders