HIGHLAND CAPITAL MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 831 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.33 and the average weighting 0.5%.

Quarter-by-quarter ownership
HIGHLAND CAPITAL MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,161,602
-10.5%
33,437
-4.0%
0.49%
-5.4%
Q2 2023$8,004,755
+9.6%
34,843
+3.2%
0.52%
-3.9%
Q1 2023$7,305,602
+116658.9%
33,758
+8.2%
0.54%
+22.4%
Q4 2022$6,257
-99.9%
31,203
-0.3%
0.44%
-6.4%
Q3 2022$6,107,000
+0.2%
31,295
+1.1%
0.47%
+8.0%
Q2 2022$6,097,000
-23.2%
30,943
-3.3%
0.44%
-8.2%
Q1 2022$7,943,000
-15.1%
32,013
-3.6%
0.48%
-10.2%
Q4 2021$9,355,000
+1.5%
33,200
+0.9%
0.53%
-5.2%
Q3 2021$9,216,000
-2.7%
32,896
+0.7%
0.56%
-1.2%
Q2 2021$9,467,000
-8.2%
32,669
-13.0%
0.57%
-11.1%
Q1 2021$10,313,000
-1.5%
37,549
-4.0%
0.64%
-5.2%
Q4 2020$10,472,000
+22.0%
39,123
-2.0%
0.67%
+9.6%
Q3 2020$8,581,000
+5.1%
39,926
-2.4%
0.61%
-4.1%
Q2 2020$8,167,000
+39.9%
40,915
+5.3%
0.64%
+16.2%
Q1 2020$5,838,000
-26.1%
38,845
-2.4%
0.55%
+0.4%
Q4 2019$7,904,000
+9.0%
39,780
-0.2%
0.55%
+1.7%
Q3 2019$7,254,000
+15.2%
39,849
+17.9%
0.54%
+14.9%
Q2 2019$6,296,000
+4.9%
33,810
+1.3%
0.47%
+3.1%
Q1 2019$6,000,000
+23.8%
33,384
+3.7%
0.46%
+10.7%
Q4 2018$4,848,000
-21.7%
32,191
-2.5%
0.41%
-7.8%
Q3 2018$6,188,000
+5.9%
33,032
-0.6%
0.45%
+0.2%
Q2 2018$5,842,000
+10.1%
33,232
+2.7%
0.44%
+7.5%
Q1 2018$5,306,000
+1.3%
32,366
-0.6%
0.41%
+3.8%
Q4 2017$5,239,000
+28.8%
32,572
+22.3%
0.40%
+23.5%
Q3 2017$4,067,000
+13.7%
26,643
+8.5%
0.32%
+12.2%
Q2 2017$3,578,000
+3.1%
24,555
-0.5%
0.29%
+0.7%
Q1 2017$3,472,000
-5.9%
24,684
-10.9%
0.29%
-8.0%
Q4 2016$3,690,000
+1.5%
27,714
+0.5%
0.31%
+1.3%
Q3 2016$3,635,000
+2.9%
27,587
-3.3%
0.31%
+0.7%
Q2 2016$3,533,000
-8.1%
28,514
-11.8%
0.30%
-7.3%
Q1 2016$3,846,000
-8.2%
32,320
-6.3%
0.33%
-2.7%
Q4 2015$4,190,000
+6.0%
34,502
+2.9%
0.34%
+1.8%
Q3 2015$3,951,000
-9.7%
33,544
+2.9%
0.33%
-1.2%
Q2 2015$4,377,000
-1.9%
32,607
-3.7%
0.34%
-61.5%
Q1 2015$4,462,000
+18.3%
33,858
+13.0%
0.87%
+23.5%
Q4 2014$3,773,000
+16.6%
29,956
+11.4%
0.71%
+11.5%
Q3 2014$3,235,000
-5.1%
26,881
+0.5%
0.63%
-0.5%
Q2 2014$3,408,000
+3.1%
26,754
+0.5%
0.64%
-1.1%
Q1 2014$3,307,000
+17.3%
26,622
+15.5%
0.64%
+14.6%
Q4 2013$2,819,000
+4.0%
23,050
-2.7%
0.56%
-6.3%
Q3 2013$2,710,000
+8.4%
23,680
-2.5%
0.60%
+5.1%
Q2 2013$2,501,00024,2940.57%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Jentner Corp 85,208$22,807,00022.41%
Radnor Financial Advisors, LLC 141,213$37,797,00017.56%
BALASA DINVERNO & FOLTZ LLC 503,793$134,845,00011.19%
Summit Financial Strategies, Inc. 114,096$30,539,00010.49%
BHK Investment Advisors, LLC 73,207$19,595,0009.14%
CHOREO, LLC 409,770$109,679,0007.77%
Mosaic Family Wealth, LLC 76,405$20,450,0006.83%
AFFINITY WEALTH MANAGEMENT LLC 112,643$32,175,0006.79%
Bishop & Co Investment Management, LLC 45,510$12,181,0006.73%
RFG HOLDINGS, INC. 38,149$10,211,0006.67%
View complete list of VANGUARD INDEX FDS shareholders