D.A. DAVIDSON & CO. - 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
D.A. DAVIDSON & CO. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$9,357,610
-0.9%
58,672
+2.8%
0.10%
+2.0%
Q2 2023$9,439,154
+2.9%
57,068
-1.3%
0.10%
-2.9%
Q1 2023$9,174,631
+0.7%
57,796
+0.8%
0.10%
-3.7%
Q4 2022$9,106,940
-23.2%
57,348
-30.6%
0.11%
-31.0%
Q3 2022$11,856,000
+2.1%
82,680
+6.6%
0.16%
+6.2%
Q2 2022$11,616,000
-11.6%
77,535
+3.8%
0.15%
+2.1%
Q1 2022$13,138,000
-3.9%
74,673
-2.3%
0.14%
-2.1%
Q4 2021$13,667,000
+44.1%
76,418
+36.4%
0.15%
+32.7%
Q3 2021$9,486,000
+0.3%
56,043
+2.9%
0.11%
-0.9%
Q2 2021$9,458,000
+32.3%
54,461
+26.2%
0.11%
+22.0%
Q1 2021$7,148,000
+79.7%
43,161
+54.3%
0.09%
+49.2%
Q4 2020$3,978,000
+78.9%
27,973
+39.2%
0.06%
+56.4%
Q3 2020$2,224,000
+1.2%
20,102
-2.2%
0.04%
-4.9%
Q2 2020$2,198,000
-21.8%
20,553
-35.0%
0.04%
-25.5%
Q1 2020$2,809,000
-55.9%
31,635
-31.9%
0.06%
-46.6%
Q4 2019$6,370,000
+13.2%
46,470
+6.4%
0.10%
+2.0%
Q3 2019$5,626,000
+24.8%
43,665
+26.4%
0.10%
+20.2%
Q2 2019$4,508,000
+9.7%
34,535
+7.7%
0.08%
+18.3%
Q1 2019$4,109,000
+24.9%
32,057
+11.2%
0.07%
+10.9%
Q4 2018$3,290,000
-14.8%
28,840
+4.1%
0.06%
-7.2%
Q3 2018$3,862,000
+18.5%
27,715
+15.5%
0.07%
+7.8%
Q2 2018$3,259,000
+9.0%
24,002
+3.9%
0.06%
+3.2%
Q1 2018$2,989,000
+9.4%
23,098
+12.3%
0.06%
+8.8%
Q4 2017$2,732,000
+14.0%
20,574
+9.6%
0.06%
+21.3%
Q3 2017$2,397,000
-10.2%
18,764
-13.6%
0.05%
-21.7%
Q2 2017$2,668,000
+9.0%
21,713
+9.0%
0.06%
+1.7%
Q1 2017$2,447,000
+8.2%
19,917
+6.5%
0.06%
+15.7%
Q4 2016$2,262,000
+36.3%
18,700
+24.7%
0.05%
+24.4%
Q3 2016$1,659,000
+39.3%
14,997
+32.5%
0.04%
+17.1%
Q2 2016$1,191,000
+14.6%
11,318
+10.9%
0.04%
+9.4%
Q1 2016$1,039,000
+13.8%
10,206
+10.4%
0.03%
+6.7%
Q4 2015$913,000
+16.9%
9,247
+14.6%
0.03%
+11.1%
Q3 2015$781,000
+11.4%
8,071
+24.1%
0.03%
+17.4%
Q2 2015$701,000
+22.3%
6,505
+24.0%
0.02%
+21.1%
Q1 2015$573,000
+5.1%
5,246
+1.7%
0.02%
+5.6%
Q4 2014$545,000
+6.9%
5,160
+0.8%
0.02%
+5.9%
Q3 2014$510,000
-4.9%
5,117
+0.5%
0.02%
-5.6%
Q2 2014$536,000
+4.5%
5,090
-0.2%
0.02%0.0%
Q1 2014$513,000
+6.4%
5,098
+2.9%
0.02%0.0%
Q4 2013$482,000
+15.0%
4,955
+6.6%
0.02%
-5.3%
Q3 2013$419,000
+132.8%
4,648
+115.8%
0.02%
+111.1%
Q2 2013$180,0002,1540.01%
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