HM PAYSON & CO - 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
HM PAYSON & CO ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$182,697
-1.6%
853
+5.6%
0.00%0.0%
Q2 2023$185,630
+6.2%
8080.0%0.00%0.0%
Q1 2023$174,860
+7.9%
8080.0%0.00%0.0%
Q4 2022$162,036
-6.3%
808
-8.8%
0.00%
-20.0%
Q3 2022$173,000
-1.1%
8860.0%0.01%
+25.0%
Q2 2022$175,000
-20.5%
8860.0%0.00%
-20.0%
Q1 2022$220,000
-12.0%
8860.0%0.01%0.0%
Q4 2021$250,000
+208.6%
886
+207.6%
0.01%
+150.0%
Q3 2021$81,000
+32.8%
288
+37.1%
0.00%
+100.0%
Q2 2021$61,000
+5.2%
2100.0%0.00%
-50.0%
Q1 2021$58,000
+3.6%
2100.0%0.00%0.0%
Q4 2020$56,000
+24.4%
2100.0%0.00%
+100.0%
Q3 2020$45,000
+7.1%
2100.0%0.00%0.0%
Q2 2020$42,000
+31.2%
2100.0%0.00%0.0%
Q1 2020$32,000
-40.7%
210
-23.4%
0.00%
-50.0%
Q4 2019$54,000
-6.9%
274
-14.6%
0.00%0.0%
Q3 2019$58,000
-3.3%
3210.0%0.00%0.0%
Q2 2019$60,0003210.00%
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