WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC - 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
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,860,818
-5.6%
11,667
-2.1%
0.06%
-1.5%
Q2 2023$1,971,949
-5.0%
11,922
-8.9%
0.06%
-9.7%
Q1 2023$2,076,629
-0.9%
13,080
-0.9%
0.07%
-8.9%
Q4 2022$2,095,414
+11.2%
13,195
+0.4%
0.08%
-2.5%
Q3 2022$1,885,000
-3.2%
13,143
+1.1%
0.08%
-1.2%
Q2 2022$1,948,000
-7.3%
13,005
+3.9%
0.08%
-2.4%
Q1 2022$2,102,000
-13.5%
12,516
-7.8%
0.08%
-1.2%
Q4 2021$2,429,000
+6.0%
13,579
+0.3%
0.08%
-5.6%
Q3 2021$2,291,000
-5.1%
13,534
-2.7%
0.09%
-5.3%
Q2 2021$2,415,000
+3.1%
13,909
-1.7%
0.10%
-5.9%
Q1 2021$2,343,000
+24.2%
14,147
+6.7%
0.10%
+13.5%
Q4 2020$1,886,000
+24.6%
13,260
-3.1%
0.09%
+8.5%
Q3 2020$1,514,000
-6.1%
13,687
-9.3%
0.08%
-16.3%
Q2 2020$1,613,000
+7.8%
15,089
-10.4%
0.10%
-11.7%
Q1 2020$1,496,000
-46.3%
16,840
-17.2%
0.11%
-32.7%
Q4 2019$2,788,000
+8.0%
20,340
+1.5%
0.16%
+1.2%
Q3 2019$2,581,000
-67.1%
20,034
-66.6%
0.16%
-67.7%
Q2 2019$7,841,000
+7.1%
60,063
+5.6%
0.50%
+6.8%
Q1 2019$7,324,000
+26.0%
56,898
+11.6%
0.47%
+18.2%
Q4 2018$5,815,000
-3.2%
50,985
+18.3%
0.40%
+9.6%
Q3 2018$6,008,000
-3.2%
43,109
-5.7%
0.36%
-26.6%
Q2 2018$6,205,000
-18.4%
45,696
-22.2%
0.50%
-18.8%
Q1 2018$7,605,000
-19.7%
58,762
-17.6%
0.61%
-18.4%
Q4 2017$9,473,000
+53.0%
71,343
+47.2%
0.75%
+43.7%
Q3 2017$6,192,000
+13.6%
48,454
+9.3%
0.52%
+9.2%
Q2 2017$5,449,000
-44.4%
44,332
-44.4%
0.48%
-42.5%
Q1 2017$9,793,000
+14.9%
79,707
+13.2%
0.83%
+8.6%
Q4 2016$8,523,000
+122.4%
70,438
+103.4%
0.77%
+114.0%
Q3 2016$3,833,000
+11.3%
34,637
+5.9%
0.36%0.0%
Q2 2016$3,445,000
+7.4%
32,710
+3.9%
0.36%
-7.7%
Q1 2016$3,209,000
+21.3%
31,495
+17.6%
0.39%
+48.7%
Q4 2015$2,645,000
+41.8%
26,777
+39.0%
0.26%
-1.1%
Q3 2015$1,865,000
+27.3%
19,261
+41.8%
0.26%
+83.3%
Q2 2015$1,465,000
+110.2%
13,586
+113.2%
0.14%
+111.8%
Q1 2015$697,000
+4.8%
6,371
+1.4%
0.07%0.0%
Q4 2014$665,000
+1.5%
6,283
-4.3%
0.07%
-4.2%
Q3 2014$655,000
-7.7%
6,563
-2.5%
0.07%
-6.6%
Q2 2014$710,000
+5.0%
6,728
+0.1%
0.08%0.0%
Q1 2014$676,000
+16.8%
6,718
+12.9%
0.08%
+10.1%
Q4 2013$579,000
+8.0%
5,951
+0.3%
0.07%
-4.2%
Q3 2013$536,000
+5.9%
5,936
-1.8%
0.07%
-7.7%
Q2 2013$506,0006,0460.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 1,428,976$255,570,00024.79%
Mokosak Advisory Group, LLC 248,745$44,482,00017.06%
TrueWealth Financial Partners 63,776$11,406,00011.15%
Titan Capital Management, LLC /TX 59,009$10,554,0009.44%
Bishop & Co Investment Management, LLC 125,118$22,377,0009.25%
BHK Investment Advisors, LLC 128,961$23,065,0009.10%
Family CFO Inc 51,187$9,155,0008.84%
Center for Financial Planning, Inc. 230,096$41,153,0008.43%
ASPIRIANT, LLC 856,412$153,157,0008.19%
Merriman Wealth Management, LLC 1,150,291$202,529,0007.99%
View complete list of VANGUARD INDEX FDS shareholders