OXFORD FINANCIAL GROUP, LTD. LLC - 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
OXFORD FINANCIAL GROUP, LTD. LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$47,847
-3.6%
3000.0%0.00%
-20.0%
Q2 2023$49,620
-30.5%
300
-33.3%
0.01%
-37.5%
Q1 2023$71,442
-0.0%
4500.0%0.01%0.0%
Q4 2022$71,460
+9.9%
4500.0%0.01%
-20.0%
Q3 2022$65,000
-14.5%
4500.0%0.01%0.0%
Q3 2021$76,000
-2.6%
4500.0%0.01%0.0%
Q2 2021$78,000
+7700.0%
450
+5525.0%
0.01%
Q4 2020$1,00080.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 1,148,489$182,380,07525.64%
Mokosak Advisory Group, LLC 242,614$38,599,07617.26%
University of Maryland Foundation, Inc. 91,176$14,47916.47%
Arista Wealth Management, LLC 140,084$22,239,69914.04%
TrueWealth Financial Partners 69,953$11,108,51310.77%
BHK Investment Advisors, LLC 104,379$16,575,3549.32%
Bishop & Co Investment Management, LLC 120,701$19,1679.31%
Efficient Advisors, LLC 572,185$90,862,9139.24%
Jacobsen Capital Management 102,696$16,3088.69%
New England Capital Financial Advisors LLC 72,972$12,182,0028.64%
View complete list of VANGUARD INDEX FDS shareholders