SONATA CAPITAL GROUP INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 975 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.6%.

Quarter-by-quarter ownership
SONATA CAPITAL GROUP INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,121
+21.6%
7,026
+26.0%
0.60%
+25.4%
Q2 2023$922
-11.7%
5,576
-15.2%
0.48%
-15.6%
Q1 2023$1,044
+13.8%
6,576
+13.9%
0.56%
+10.8%
Q4 2022$917
-99.9%
5,776
+0.1%
0.51%
+11.8%
Q3 2022$828,000
-3.8%
5,771
+0.4%
0.46%
+2.0%
Q2 2022$861,000
-14.8%
5,7460.0%0.45%
+0.2%
Q1 2022$1,011,000
-1.7%
5,7460.0%0.45%
+3.5%
Q4 2021$1,028,000
+8.8%
5,746
+2.9%
0.43%
+1.7%
Q3 2021$945,000
-2.6%
5,5860.0%0.42%
-3.9%
Q2 2021$970,000
-3.6%
5,586
-8.1%
0.44%
-8.7%
Q1 2021$1,006,000
+17.1%
6,076
+0.6%
0.48%
+13.6%
Q4 2020$859,000
+63.3%
6,041
+27.2%
0.42%
+38.4%
Q3 2020$526,000
-8.0%
4,751
-11.2%
0.31%
-15.4%
Q2 2020$572,000
-22.0%
5,351
-35.1%
0.36%
-34.2%
Q1 2020$733,000
-69.7%
8,251
-53.3%
0.55%
-62.3%
Q4 2019$2,423,000
-2.2%
17,676
-8.1%
1.46%
-12.9%
Q3 2019$2,477,000
-5.9%
19,226
-4.6%
1.68%
-7.8%
Q2 2019$2,631,000
-3.3%
20,151
-4.7%
1.82%
-10.1%
Q1 2019$2,721,000
+4.7%
21,141
-7.3%
2.03%
-4.4%
Q4 2018$2,600,000
-23.2%
22,796
-6.2%
2.12%
-7.7%
Q3 2018$3,386,000
+8.9%
24,296
+6.1%
2.30%
+2.8%
Q2 2018$3,109,000
+9.7%
22,896
+4.6%
2.23%
+7.5%
Q1 2018$2,834,000
+1.6%
21,896
+4.3%
2.08%
+3.2%
Q4 2017$2,788,000
+2.9%
20,996
-0.9%
2.01%
-0.1%
Q3 2017$2,709,000
+1.6%
21,196
-2.3%
2.01%
+1.3%
Q2 2017$2,667,000
+0.9%
21,696
+0.9%
1.99%
-0.2%
Q1 2017$2,642,000
+8.3%
21,506
+6.7%
1.99%
+4.8%
Q4 2016$2,439,000
+29.8%
20,156
+18.7%
1.90%
+24.3%
Q3 2016$1,879,000
+23.9%
16,980
+18.0%
1.53%
+18.3%
Q2 2016$1,516,000
+15.1%
14,395
+11.4%
1.29%
+13.3%
Q1 2016$1,317,000
-4.6%
12,925
-7.5%
1.14%
-5.9%
Q4 2015$1,380,000
+45.0%
13,975
+42.2%
1.21%
+37.1%
Q3 2015$952,000
+46.5%
9,825
+63.1%
0.88%
+58.4%
Q2 2015$650,000
+7.6%
6,025
+9.0%
0.56%
+5.3%
Q1 2015$604,000
+84.1%
5,525
+78.2%
0.53%
+78.5%
Q4 2014$328,0003,1000.30%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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