CIBC Private Wealth Group, 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
CIBC Private Wealth Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,319,864
-36.4%
8,276
-34.1%
0.00%
+50.0%
Q2 2023$2,076,882
+6.2%
12,556
+2.0%
0.00%0.0%
Q1 2023$1,954,962
+605.4%
12,314
+100.2%
0.00%
+100.0%
Q4 2022$277,148
-69.7%
6,152
-3.5%
0.00%
-50.0%
Q3 2022$915,000
-19.5%
6,378
-15.9%
0.00%
-33.3%
Q2 2022$1,136,000
-15.3%
7,585
-0.5%
0.00%0.0%
Q1 2022$1,341,000
+0.8%
7,623
+2.4%
0.00%0.0%
Q4 2021$1,331,000
+32.4%
7,441
+25.3%
0.00%
+50.0%
Q3 2021$1,005,000
-4.5%
5,938
-1.9%
0.00%0.0%
Q2 2021$1,052,000
+13.9%
6,055
+8.5%
0.00%0.0%
Q1 2021$924,000
+30.0%
5,582
+11.6%
0.00%0.0%
Q4 2020$711,000
+45.7%
5,001
+13.5%
0.00%
+100.0%
Q3 2020$488,000
+24.2%
4,408
-0.4%
0.00%
-50.0%
Q1 2020$393,000
-45.6%
4,425
-16.0%
0.00%0.0%
Q4 2019$722,000
+9.9%
5,266
+3.3%
0.00%0.0%
Q3 2019$657,000
-21.7%
5,100
-20.6%
0.00%
-33.3%
Q2 2019$839,000
+4.7%
6,425
+3.3%
0.00%0.0%
Q1 2019$801,000
+43.3%
6,219
+26.8%
0.00%
+50.0%
Q4 2018$559,000
-48.6%
4,903
-37.1%
0.00%
-50.0%
Q3 2018$1,087,000
+93.8%
7,798
+88.9%
0.00%
+100.0%
Q2 2018$561,000
+9.8%
4,129
+4.6%
0.00%0.0%
Q1 2018$511,000
-4.1%
3,949
-1.6%
0.00%0.0%
Q4 2017$533,000
+3.9%
4,0120.0%0.00%0.0%
Q3 2017$513,0004,0120.00%
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