TRUSTMARK NATIONAL BANK TRUST DEPARTMENT - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 711 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 5.99 and the average weighting 0.6%.

Quarter-by-quarter ownership
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,795,685
-7.9%
8,384
-1.2%
0.18%
-1.7%
Q2 2023$1,948,655
-15.7%
8,482
-20.6%
0.18%
-14.3%
Q1 2023$2,311,692
+7.1%
10,682
-0.7%
0.21%
+5.5%
Q4 2022$2,158,211
+3.8%
10,762
+1.0%
0.20%
-0.5%
Q3 2022$2,079,000
-13.8%
10,652
-13.0%
0.20%
-7.4%
Q2 2022$2,413,000
-27.3%
12,247
-8.5%
0.22%
-18.2%
Q1 2022$3,321,000
-15.6%
13,384
-4.2%
0.26%
-12.0%
Q4 2021$3,935,000
+0.3%
13,964
-0.3%
0.30%
-4.8%
Q3 2021$3,925,000
-5.6%
14,011
-2.4%
0.32%
-4.5%
Q2 2021$4,158,000
-2.9%
14,349
-8.0%
0.33%
-7.6%
Q1 2021$4,284,000
+2.3%
15,599
-0.3%
0.36%
-6.3%
Q4 2020$4,189,000
+24.2%
15,649
-0.3%
0.38%
+13.1%
Q3 2020$3,373,000
-1.4%
15,691
-8.5%
0.34%
-4.8%
Q2 2020$3,421,000
+27.6%
17,140
-3.9%
0.35%
+10.3%
Q1 2020$2,681,000
-49.1%
17,840
-32.7%
0.32%
-35.4%
Q4 2019$5,265,000
+5.7%
26,498
-3.1%
0.50%
+1.8%
Q3 2019$4,980,000
-20.1%
27,357
-18.3%
0.49%
-20.8%
Q2 2019$6,236,000
+6.6%
33,488
+2.8%
0.62%
+3.7%
Q1 2019$5,852,000
+0.4%
32,561
-15.9%
0.59%
-10.3%
Q4 2018$5,827,000
-16.6%
38,697
+3.8%
0.66%
-5.3%
Q3 2018$6,986,000
+5.4%
37,293
-1.1%
0.70%
-10.3%
Q2 2018$6,631,000
+19.8%
37,719
+11.7%
0.78%
+30.3%
Q1 2018$5,537,000
+9.0%
33,771
+6.9%
0.60%
+7.4%
Q4 2017$5,080,000
+4.7%
31,587
-0.6%
0.56%
+0.4%
Q3 2017$4,850,000
-6.9%
31,775
-11.1%
0.56%
-8.3%
Q2 2017$5,207,000
-6.9%
35,728
-10.2%
0.60%
-10.2%
Q1 2017$5,594,000
-65.9%
39,765
-67.7%
0.67%
-69.0%
Q4 2016$16,399,000
+15.8%
123,167
+14.6%
2.17%
+24.8%
Q3 2016$14,163,000
+73.7%
107,470
+63.3%
1.74%
+65.2%
Q2 2016$8,156,000
+1.6%
65,829
-2.4%
1.05%
-3.7%
Q1 2016$8,029,000
-33.5%
67,470
-32.1%
1.09%
-34.1%
Q4 2015$12,070,000
+12.7%
99,388
+9.3%
1.66%
+10.6%
Q3 2015$10,708,000
+2163.8%
90,919
+2480.0%
1.50%
+2279.4%
Q2 2015$473,000
+3.7%
3,524
+1.7%
0.06%
+5.0%
Q1 2015$456,000
+3.6%
3,464
-0.9%
0.06%0.0%
Q4 2014$440,000
-1.1%
3,494
-5.4%
0.06%
-4.8%
Q3 2014$445,000
-4.1%
3,694
+1.4%
0.06%
+18.9%
Q2 2014$464,000
-33.6%
3,644
-35.3%
0.05%
-34.6%
Q1 2014$699,000
+41.8%
5,634
+39.7%
0.08%
+39.7%
Q4 2013$493,000
-12.4%
4,034
-18.0%
0.06%
-17.1%
Q3 2013$563,000
+7.6%
4,919
-3.2%
0.07%
+2.9%
Q2 2013$523,0005,0790.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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