HYMAN CHARLES D - 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
HYMAN CHARLES D ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,557,000
-3.5%
16,0300.0%0.17%0.0%
Q2 2023$2,651,000
+4.2%
16,0300.0%0.17%
-2.4%
Q1 2023$2,545,000
-0.0%
16,0300.0%0.17%
-2.3%
Q4 2022$2,546,000
+10.7%
16,0300.0%0.17%
-1.7%
Q3 2022$2,299,000
-4.3%
16,0300.0%0.18%
+1.1%
Q2 2022$2,402,000
-14.8%
16,0300.0%0.18%
-1.7%
Q1 2022$2,820,000
-5.1%
16,030
-3.5%
0.18%
-5.3%
Q4 2021$2,970,000
+5.3%
16,606
-0.3%
0.19%
-4.6%
Q3 2021$2,820,000
-2.2%
16,659
+0.3%
0.20%
-2.5%
Q2 2021$2,884,000
+4.9%
16,6060.0%0.20%
+0.5%
Q1 2021$2,750,000
+16.4%
16,6060.0%0.20%
+6.3%
Q4 2020$2,362,000
+28.5%
16,606
-0.1%
0.19%
+16.0%
Q3 2020$1,838,0000.0%16,615
-3.4%
0.16%
-7.9%
Q2 2020$1,838,000
+20.4%
17,1950.0%0.18%
-7.8%
Q1 2020$1,527,000
-35.2%
17,1950.0%0.19%
-16.9%
Q4 2019$2,357,000
+6.4%
17,1950.0%0.23%
-0.4%
Q3 2019$2,216,000
-4.1%
17,195
-2.8%
0.23%
-3.7%
Q2 2019$2,310,000
+1.4%
17,6950.0%0.24%
+3.0%
Q1 2019$2,278,000
+12.6%
17,695
-0.2%
0.23%
-2.5%
Q4 2018$2,023,000
-18.7%
17,735
-0.7%
0.24%
-7.0%
Q3 2018$2,488,000
+3.1%
17,855
+0.4%
0.26%
-4.8%
Q2 2018$2,414,000
+4.9%
17,7800.0%0.27%
+2.3%
Q1 2018$2,301,000
+14.4%
17,780
+17.3%
0.26%
+14.7%
Q4 2017$2,012,000
+2.8%
15,155
-1.0%
0.23%
-4.9%
Q3 2017$1,957,000
+0.1%
15,315
-3.8%
0.24%
-2.8%
Q2 2017$1,956,000
-3.6%
15,915
-3.6%
0.25%
-7.1%
Q1 2017$2,029,000
-1.8%
16,515
-3.3%
0.27%
-7.6%
Q4 2016$2,066,000
+9.3%
17,0750.0%0.29%
+3.6%
Q3 2016$1,890,000
+5.1%
17,0750.0%0.28%
+4.5%
Q2 2016$1,798,000
+3.3%
17,0750.0%0.27%
-2.2%
Q1 2016$1,740,000
-15.8%
17,075
-18.4%
0.28%
-19.4%
Q4 2015$2,067,000
+2.0%
20,9250.0%0.34%
-3.9%
Q3 2015$2,027,000
-10.2%
20,9250.0%0.36%
-1.9%
Q2 2015$2,256,000
+5.3%
20,925
+6.9%
0.36%
+5.2%
Q1 2015$2,142,000
+4.5%
19,575
+1.0%
0.34%
+3.9%
Q4 2014$2,049,000
+2.7%
19,375
-3.1%
0.33%
-0.9%
Q3 2014$1,995,000
-6.6%
20,000
-1.2%
0.33%
-7.2%
Q2 2014$2,136,000
+4.8%
20,2500.0%0.36%
-2.2%
Q1 2014$2,038,000
+5.4%
20,250
+2.0%
0.37%
+4.0%
Q4 2013$1,933,000
+11.3%
19,850
+3.1%
0.35%
+2.9%
Q3 2013$1,737,000
+13.1%
19,250
+4.9%
0.34%
+8.9%
Q2 2013$1,536,00018,3500.32%
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