MAI Capital Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,194 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.89 and the average weighting 0.7%.

Quarter-by-quarter ownership
MAI Capital Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,675,174
-11.8%
29,313
-8.5%
0.07%
-10.3%
Q2 2023$5,297,965
-11.4%
32,031
-15.0%
0.08%
-17.0%
Q1 2023$5,980,908
-3.0%
37,673
-3.0%
0.09%
-9.6%
Q4 2022$6,164,897
-3.3%
38,822
-12.6%
0.10%
-13.3%
Q3 2022$6,373,000
+29.8%
44,441
+35.6%
0.12%
+27.7%
Q2 2022$4,911,000
-28.2%
32,782
-15.7%
0.09%
-18.3%
Q1 2022$6,838,000
-33.1%
38,866
-32.0%
0.12%
-30.3%
Q4 2021$10,219,000
+689.1%
57,137
+646.8%
0.16%
+560.0%
Q3 2021$1,295,000
+9.0%
7,651
+11.8%
0.02%
+4.2%
Q2 2021$1,188,000
+32.6%
6,842
+26.5%
0.02%
+20.0%
Q1 2021$896,000
+42.2%
5,408
+22.0%
0.02%
+25.0%
Q4 2020$630,000
+28.6%
4,4330.0%0.02%
+14.3%
Q3 2020$490,000
-6.5%
4,433
-9.6%
0.01%
-12.5%
Q2 2020$524,000
+17.2%
4,904
-2.7%
0.02%
-11.1%
Q1 2020$447,000
-39.1%
5,038
-5.9%
0.02%
-25.0%
Q4 2019$734,000
-1.2%
5,355
-7.1%
0.02%
-27.3%
Q3 2019$743,000
-0.8%
5,765
+0.4%
0.03%
-2.9%
Q2 2019$749,000
+22.8%
5,740
+21.1%
0.03%
+9.7%
Q1 2019$610,000
+5.9%
4,740
-6.2%
0.03%
-8.8%
Q4 2018$576,000
+62.7%
5,051
+98.9%
0.03%
+88.9%
Q3 2018$354,000
+14.6%
2,540
+11.6%
0.02%
+5.9%
Q2 2018$309,000
+4.7%
2,2760.0%0.02%0.0%
Q1 2018$295,000
+7.7%
2,276
+10.3%
0.02%
+6.2%
Q4 2017$274,000
+8.3%
2,063
+4.2%
0.02%
+6.7%
Q3 2017$253,000
+6.3%
1,979
+2.3%
0.02%0.0%
Q2 2017$238,0000.0%1,9350.0%0.02%
-6.2%
Q1 2017$238,000
+1.7%
1,935
+0.1%
0.02%
-5.9%
Q4 2016$234,000
+13.0%
1,933
+3.1%
0.02%
+6.2%
Q3 2016$207,0001,8740.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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