BRADLEY FOSTER & SARGENT INC/CT - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,129 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.

Quarter-by-quarter ownership
BRADLEY FOSTER & SARGENT INC/CT ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$8,653,0790.0%52,3160.0%0.18%0.0%
Q2 2023$8,653,079
+2.5%
52,316
-1.6%
0.18%
-9.5%
Q1 2023$8,444,030
-1.8%
53,187
-1.7%
0.20%
-6.5%
Q4 2022$8,594,996
+12.3%
54,125
+1.4%
0.22%
+1.4%
Q3 2022$7,652,000
-6.7%
53,362
-2.5%
0.21%0.0%
Q2 2022$8,204,000
-16.0%
54,756
-1.4%
0.21%
+1.4%
Q1 2022$9,772,000
+4.7%
55,541
+6.5%
0.21%
+8.3%
Q4 2021$9,329,000
+25.8%
52,163
+19.1%
0.19%
+10.9%
Q3 2021$7,414,000
-8.2%
43,804
-5.8%
0.17%
-7.9%
Q2 2021$8,073,000
+4.2%
46,489
-0.7%
0.19%
-3.6%
Q1 2021$7,750,000
+18.5%
46,799
+1.8%
0.20%
+13.3%
Q4 2020$6,539,000
+45.6%
45,981
+13.3%
0.17%
+31.1%
Q3 2020$4,490,000
+60.1%
40,584
+28.5%
0.13%
+17.9%
Q1 2020$2,804,000
-34.8%
31,572
+0.6%
0.11%
-15.8%
Q4 2019$4,301,000
+21.6%
31,380
+14.3%
0.13%
+12.7%
Q3 2019$3,538,000
+1.5%
27,459
+2.9%
0.12%
+2.6%
Q2 2019$3,485,000
-0.1%
26,694
-1.5%
0.12%
-5.7%
Q1 2019$3,490,000
+9.7%
27,109
-2.8%
0.12%
-4.7%
Q4 2018$3,180,000
-21.1%
27,878
-3.5%
0.13%
-6.6%
Q3 2018$4,028,000
+8.5%
28,903
+5.7%
0.14%
+3.0%
Q2 2018$3,712,000
-3.8%
27,336
-8.3%
0.13%
-8.9%
Q1 2018$3,858,000
+10.1%
29,807
+12.9%
0.15%
+15.0%
Q4 2017$3,505,000
+34.4%
26,397
+29.4%
0.13%
+28.3%
Q3 2017$2,608,000
+4.6%
20,407
+0.6%
0.10%
-1.0%
Q2 2017$2,493,000
+10.3%
20,284
+10.2%
0.10%
+9.9%
Q1 2017$2,261,000
+45.4%
18,403
+43.2%
0.09%
+37.9%
Q4 2016$1,555,000
+19.2%
12,849
+9.0%
0.07%
+15.8%
Q3 2016$1,304,000
+7.0%
11,784
+1.8%
0.06%
+3.6%
Q2 2016$1,219,000
+1.5%
11,574
-1.8%
0.06%
-1.8%
Q1 2016$1,201,000
-1.2%
11,785
-4.2%
0.06%0.0%
Q4 2015$1,215,000
-7.1%
12,300
-8.9%
0.06%
-12.5%
Q3 2015$1,308,000
-11.7%
13,502
-1.8%
0.06%
-5.9%
Q2 2015$1,482,000
+5.9%
13,747
+7.5%
0.07%
+6.2%
Q1 2015$1,399,000
+19.7%
12,792
+15.7%
0.06%
+16.4%
Q4 2014$1,169,000
+10.7%
11,057
+4.4%
0.06%
+10.0%
Q3 2014$1,056,000
-5.5%
10,5920.0%0.05%
-7.4%
Q2 2014$1,117,000
+25.4%
10,592
+19.7%
0.05%
+17.4%
Q1 2014$891,000
+3.4%
8,8520.0%0.05%0.0%
Q4 2013$862,000
+33.4%
8,852
+23.6%
0.05%
+21.1%
Q3 2013$646,000
+12.2%
7,164
+4.1%
0.04%
+5.6%
Q2 2013$576,0006,8840.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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