Avantax Planning Partners, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 888 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 2.47 and the average weighting 0.6%.

Quarter-by-quarter ownership
Avantax Planning Partners, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,621,899
-1.0%
22,709
+2.7%
0.15%
+4.8%
Q2 2023$3,657,203
+4.2%
22,111
+0.1%
0.14%
+2.1%
Q1 2023$3,508,479
-2.4%
22,099
-2.3%
0.14%
-0.7%
Q4 2022$3,593,527
-3.7%
22,629
-13.0%
0.14%
-14.9%
Q3 2022$3,731,000
-4.1%
26,020
+0.2%
0.17%
+1.2%
Q2 2022$3,892,000
+289.6%
25,977
+357.7%
0.17%
+315.0%
Q1 2022$999,000
+148.5%
5,676
+152.8%
0.04%
+135.3%
Q4 2021$402,000
+5.8%
2,2450.0%0.02%
-5.6%
Q3 2021$380,000
-2.6%
2,2450.0%0.02%0.0%
Q2 2021$390,000
+4.8%
2,2450.0%0.02%
-5.3%
Q1 2021$372,000
+16.6%
2,2450.0%0.02%
+18.8%
Q4 2020$319,000
+480.0%
2,245
+466.9%
0.02%
+300.0%
Q3 2018$55,000
+7.8%
3960.0%0.00%0.0%
Q1 2018$51,000
-94.7%
396
-94.7%
0.00%
-94.7%
Q3 2017$956,000
+5.4%
7,479
+1.4%
0.08%
-1.3%
Q2 2017$907,0000.0%7,3790.0%0.08%
-6.2%
Q1 2017$907,0007,3790.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 780,201$124,434,25718.47%
University of Maryland Foundation, Inc. 91,176$14,54217.40%
25 LLC 171,990$27,430,71616.73%
Mokosak Advisory Group, LLC 257,464$41,062,81116.70%
Opal Wealth Advisors, LLC 149,263$23,805,95613.93%
TrueWealth Financial Partners 79,980$12,756,03910.49%
Jacobsen Capital Management 113,659$18,127,5169.84%
BHK Investment Advisors, LLC 133,746$21,331,2079.81%
New England Capital Financial Advisors LLC 77,155$12,305,4888.48%
Brooklyn FI, LLC 95,720$15,266,4328.21%
View complete list of VANGUARD INDEX FDS shareholders