Veritable, L.P. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,165 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.

Quarter-by-quarter ownership
Veritable, L.P. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$10,467,008
+28.6%
63,283
+23.4%
0.16%
+20.9%
Q1 2023$8,138,514
+226.2%
51,263
+226.3%
0.13%
+211.6%
Q4 2022$2,494,907
+10.7%
15,711
-0.0%
0.04%
-2.3%
Q3 2022$2,254,000
-6.2%
15,716
-2.0%
0.04%
+2.3%
Q2 2022$2,403,000
-39.6%
16,036
-29.1%
0.04%
-29.5%
Q1 2022$3,981,000
+8.5%
22,626
+10.3%
0.06%
+13.0%
Q4 2021$3,668,000
+93.2%
20,511
+82.8%
0.05%
+74.2%
Q3 2021$1,899,000
-3.6%
11,221
-1.1%
0.03%
-3.1%
Q2 2021$1,970,000
+4.8%
11,3460.0%0.03%0.0%
Q1 2021$1,879,000
+16.4%
11,3460.0%0.03%
+6.7%
Q4 2020$1,614,000
+28.6%
11,3460.0%0.03%
+20.0%
Q3 2020$1,255,000
+3.5%
11,3460.0%0.02%
-3.8%
Q2 2020$1,213,000
+15.7%
11,346
-3.9%
0.03%
+4.0%
Q1 2020$1,048,000
-33.8%
11,805
+2.2%
0.02%
-13.8%
Q4 2019$1,584,000
+17.1%
11,554
+10.0%
0.03%
+11.5%
Q3 2019$1,353,000
-1.3%
10,5040.0%0.03%
-3.7%
Q2 2019$1,371,000
+1.4%
10,5040.0%0.03%0.0%
Q1 2019$1,352,000
+21.0%
10,504
+7.3%
0.03%
+8.0%
Q4 2018$1,117,000
-18.1%
9,7910.0%0.02%
-7.4%
Q3 2018$1,364,000
+2.6%
9,7910.0%0.03%
-3.6%
Q2 2018$1,330,000
+5.0%
9,7910.0%0.03%
+3.7%
Q1 2018$1,267,000
-2.5%
9,7910.0%0.03%
+3.8%
Q4 2017$1,300,000
+3.9%
9,7910.0%0.03%0.0%
Q3 2017$1,251,000
+4.0%
9,7910.0%0.03%
-3.7%
Q2 2017$1,203,0000.0%9,7910.0%0.03%
-6.9%
Q1 2017$1,203,000
+1.5%
9,7910.0%0.03%0.0%
Q4 2016$1,185,000
+9.3%
9,791
-0.1%
0.03%
+7.4%
Q3 2016$1,084,000
+5.0%
9,8000.0%0.03%
+3.8%
Q2 2016$1,032,000
+3.4%
9,8000.0%0.03%0.0%
Q1 2016$998,000
+3.1%
9,8000.0%0.03%0.0%
Q4 2015$968,000
+2.0%
9,8000.0%0.03%
-7.1%
Q3 2015$949,000
-10.2%
9,8000.0%0.03%
-3.4%
Q2 2015$1,057,000
-3.7%
9,800
-2.4%
0.03%
+26.1%
Q1 2015$1,098,000
+3.4%
10,0370.0%0.02%
+4.5%
Q4 2014$1,062,000
+6.1%
10,0370.0%0.02%
+4.8%
Q3 2014$1,001,000
-5.5%
10,037
-0.0%
0.02%
-4.5%
Q2 2014$1,059,000
+4.7%
10,040
-0.0%
0.02%0.0%
Q1 2014$1,011,000
-3.3%
10,044
-6.4%
0.02%
-4.3%
Q4 2013$1,045,000
+8.0%
10,729
-0.0%
0.02%0.0%
Q3 2013$968,00010,7300.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 780,201$124,434,25718.47%
University of Maryland Foundation, Inc. 91,176$14,54217.40%
25 LLC 171,990$27,430,71616.73%
Mokosak Advisory Group, LLC 257,464$41,062,81116.70%
Opal Wealth Advisors, LLC 149,263$23,805,95613.93%
TrueWealth Financial Partners 79,980$12,756,03910.49%
Jacobsen Capital Management 113,659$18,127,5169.84%
BHK Investment Advisors, LLC 133,746$21,331,2079.81%
New England Capital Financial Advisors LLC 77,155$12,305,4888.48%
Brooklyn FI, LLC 95,720$15,266,4328.21%
View complete list of VANGUARD INDEX FDS shareholders