COLONY GROUP LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 727 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.5%.

Quarter-by-quarter ownership
COLONY GROUP LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$37,029
-4.8%
232,171
-1.2%
0.56%
+0.7%
Q2 2023$38,876
+0.6%
235,041
-3.4%
0.55%
-3.5%
Q1 2023$38,634
-6.4%
243,349
-6.3%
0.57%
-1.5%
Q4 2022$41,260
-99.9%
259,826
+8.7%
0.58%
-4.0%
Q3 2022$34,278,000
-5.4%
239,036
-1.1%
0.60%
-2.9%
Q2 2022$36,217,000
-15.4%
241,736
-0.6%
0.62%
-2.5%
Q1 2022$42,791,000
-2.7%
243,215
-1.1%
0.64%
-17.1%
Q4 2021$43,972,000
+3.8%
245,858
-1.7%
0.77%
-5.0%
Q3 2021$42,344,000
-3.6%
250,171
-1.1%
0.81%
-7.0%
Q2 2021$43,941,000
+4.2%
253,027
-0.6%
0.87%
-1.4%
Q1 2021$42,152,000
+14.8%
254,523
-1.4%
0.88%
+4.5%
Q4 2020$36,715,000
+28.9%
258,171
+0.2%
0.85%
+14.2%
Q3 2020$28,493,000
-0.2%
257,557
-3.5%
0.74%
-10.2%
Q2 2020$28,540,000
+23.1%
266,925
+2.3%
0.83%
+9.7%
Q1 2020$23,176,000
+804.3%
260,986
+1295.5%
0.75%
+1058.5%
Q4 2019$2,563,000
+12.0%
18,702
+5.3%
0.06%
-11.0%
Q3 2019$2,289,000
+0.9%
17,763
+2.2%
0.07%
+1.4%
Q2 2019$2,269,000
+1.2%
17,383
-0.2%
0.07%
-23.4%
Q1 2019$2,242,000
+20.5%
17,419
+6.8%
0.09%
+4.4%
Q4 2018$1,860,000
-28.1%
16,311
-12.1%
0.09%
-30.2%
Q3 2018$2,586,000
+12.0%
18,556
+9.2%
0.13%
+7.5%
Q2 2018$2,308,000
+11.9%
16,995
+6.6%
0.12%
+7.1%
Q1 2018$2,063,000
-6.2%
15,939
-3.8%
0.11%
-18.8%
Q4 2017$2,199,000
-2.4%
16,563
-6.1%
0.14%
-10.4%
Q3 2017$2,253,000
+5.4%
17,631
+1.4%
0.15%
+1.3%
Q2 2017$2,138,000
+35.3%
17,395
+35.3%
0.15%
+2.0%
Q1 2017$1,580,000
+29.9%
12,859
+28.0%
0.15%
+14.6%
Q4 2016$1,216,000
+70.3%
10,047
+55.7%
0.13%
+64.6%
Q3 2016$714,000
-38.8%
6,451
-41.7%
0.08%
-38.3%
Q2 2016$1,166,000
+5.6%
11,069
+2.2%
0.13%0.0%
Q1 2016$1,104,000
-10.1%
10,836
-12.8%
0.13%
+14.3%
Q4 2015$1,228,000
+143.7%
12,430
+138.9%
0.11%
+89.8%
Q3 2015$504,000
-7.9%
5,202
+2.4%
0.06%
+1.7%
Q2 2015$547,000
-22.4%
5,078
-21.2%
0.06%
-25.6%
Q1 2015$705,000
-59.6%
6,442
-61.0%
0.08%
-57.4%
Q4 2014$1,747,000
+203.3%
16,516
+185.8%
0.18%
+181.5%
Q3 2014$576,000
+14.7%
5,779
+21.6%
0.06%
-3.0%
Q2 2014$502,000
+6.8%
4,754
+1.8%
0.07%
+6.3%
Q1 2014$470,000
+39.1%
4,672
+34.4%
0.06%
+34.0%
Q4 2013$338,0003,4750.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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