AVANTAX ADVISORY SERVICES, INC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 698 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.82 and the average weighting 0.6%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$13,737,081
+8.5%
86,131
+12.5%
0.15%
+6.2%
Q2 2023$12,660,061
+19.0%
76,542
+14.2%
0.14%
+11.5%
Q1 2023$10,639,800
+10.4%
67,018
+10.4%
0.13%
+0.8%
Q4 2022$9,638,052
+45.2%
60,693
+31.1%
0.13%
+26.5%
Q3 2022$6,638,000
-4.9%
46,289
-0.6%
0.10%
-2.9%
Q2 2022$6,979,000
-13.8%
46,585
+1.3%
0.10%
-5.4%
Q1 2022$8,098,000
-4.4%
45,971
-2.9%
0.11%
-13.3%
Q4 2021$8,470,000
+6.9%
47,345
+1.4%
0.13%
-3.0%
Q3 2021$7,921,000
-7.2%
46,704
-4.9%
0.13%
-14.8%
Q2 2021$8,535,000
+14.2%
49,103
+8.8%
0.16%
-3.7%
Q1 2021$7,476,000
+57.6%
45,126
+35.3%
0.16%
+42.5%
Q4 2020$4,745,000
-15.1%
33,358
-33.9%
0.11%
+25.6%
Q3 2020$5,591,000
+79.5%
50,447
+73.3%
0.09%0.0%
Q2 2020$3,114,000
-17.5%
29,105
-31.4%
0.09%
-20.4%
Q1 2020$3,774,000
-45.7%
42,455
-16.5%
0.11%
-29.8%
Q4 2019$6,956,000
+58.8%
50,832
+49.4%
0.16%
-9.0%
Q3 2019$4,380,000
+6.2%
34,014
+7.6%
0.18%
-2.7%
Q2 2019$4,126,000
+13.9%
31,608
+12.3%
0.18%
-5.7%
Q1 2019$3,624,000
+23.3%
28,152
+9.3%
0.19%
-60.9%
Q4 2018$2,940,00025,7460.49%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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