COURIER CAPITAL LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 678 filers reported holding VANGUARD INDEX FDS in Q2 2019. The put-call ratio across all filers is 0.19 and the average weighting 0.6%.

Quarter-by-quarter ownership
COURIER CAPITAL LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,941,276
-3.2%
37,252
+0.4%
0.49%
+2.1%
Q2 2023$6,135,581
-2.4%
37,095
-6.3%
0.48%
-30.5%
Q1 2023$6,285,874
+0.8%
39,594
+0.8%
0.70%
-3.3%
Q4 2022$6,235,541
+11.1%
39,267
+0.4%
0.72%
+3.5%
Q3 2022$5,611,000
-3.9%
39,128
+0.4%
0.70%
+1.6%
Q2 2022$5,839,000
-14.1%
38,974
+0.9%
0.68%
+0.7%
Q1 2022$6,796,000
-0.8%
38,627
+0.8%
0.68%
+6.6%
Q4 2021$6,852,000
-8.2%
38,312
-13.2%
0.64%
-10.4%
Q3 2021$7,468,000
-1.6%
44,119
+1.0%
0.71%
-1.5%
Q2 2021$7,587,000
+6.2%
43,689
+1.2%
0.72%0.0%
Q1 2021$7,146,000
+9.0%
43,152
-6.4%
0.72%
+1.5%
Q4 2020$6,556,000
+29.2%
46,104
+9.0%
0.71%
+16.9%
Q3 2020$5,073,000
+34.7%
42,305
+19.1%
0.61%
+25.4%
Q2 2020$3,766,000
+17.1%
35,524
-0.1%
0.48%
+1.7%
Q1 2020$3,216,000
-32.4%
35,548
+1.7%
0.48%
-14.5%
Q4 2019$4,754,000
+9.7%
34,943
+0.9%
0.56%
-1.1%
Q3 2019$4,332,000
-4.1%
34,645
+0.1%
0.56%
-2.4%
Q2 2019$4,518,000
+1.6%
34,607
+0.1%
0.58%0.0%
Q1 2019$4,449,000
+13.2%
34,563
+0.3%
0.58%
+0.3%
Q4 2018$3,930,000
-16.6%
34,457
+1.9%
0.58%0.0%
Q3 2018$4,712,000
+4.4%
33,813
+1.7%
0.58%
-1.0%
Q2 2018$4,514,000
+4.6%
33,240
-0.3%
0.58%
+2.3%
Q1 2018$4,316,000
-2.1%
33,350
+0.5%
0.57%
+0.5%
Q4 2017$4,408,000
+1.8%
33,199
-2.0%
0.57%
-6.4%
Q3 2017$4,330,000
+4.6%
33,880
+0.6%
0.60%
-14.7%
Q2 2017$4,138,000
+0.9%
33,670
+0.9%
0.71%
-1.8%
Q1 2017$4,101,000
-3.6%
33,381
-5.1%
0.72%
-11.0%
Q4 2016$4,255,000
+7.3%
35,167
-1.8%
0.81%
+3.3%
Q3 2016$3,964,000
+5.1%
35,8230.0%0.78%
+4.1%
Q2 2016$3,773,000
+3.6%
35,823
+0.2%
0.75%
-0.7%
Q1 2016$3,643,000
+3.8%
35,754
+0.6%
0.76%
+0.7%
Q4 2015$3,510,000
+3.9%
35,542
+1.9%
0.75%
+1.3%
Q3 2015$3,378,000
-5.5%
34,880
+5.2%
0.74%
+3.3%
Q2 2015$3,576,000
-1.4%
33,1660.0%0.72%
+0.4%
Q1 2015$3,628,000
-9.0%
33,166
-12.0%
0.72%
-10.6%
Q4 2014$3,986,000
+12.8%
37,685
+6.4%
0.80%
+12.2%
Q3 2014$3,533,000
-4.9%
35,425
+0.6%
0.72%
-2.6%
Q2 2014$3,714,000
-2.7%
35,207
-7.2%
0.73%
-6.7%
Q1 2014$3,818,000
+3.4%
37,9390.0%0.79%0.0%
Q4 2013$3,694,00037,9390.79%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2019
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