ProVise Management Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,194 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.89 and the average weighting 0.7%.

Quarter-by-quarter ownership
ProVise Management Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,640,445
-5.8%
10,285
-2.3%
0.15%
-3.2%
Q2 2023$1,741,756
-2.8%
10,531
-6.7%
0.16%
-7.6%
Q1 2023$1,791,379
-2.4%
11,283
-2.3%
0.17%
-8.1%
Q4 2022$1,834,865
+10.9%
11,554
+0.1%
0.19%
+0.5%
Q3 2022$1,655,000
-1.3%
11,542
+3.1%
0.18%
+3.4%
Q2 2022$1,677,000
-14.9%
11,1950.0%0.18%
-3.8%
Q1 2022$1,970,000
-6.8%
11,195
-5.2%
0.19%
-2.6%
Q4 2021$2,113,000
-5.8%
11,813
-10.9%
0.19%
-14.0%
Q3 2021$2,243,000
-6.7%
13,255
-4.2%
0.22%
-9.4%
Q2 2021$2,404,000
-36.2%
13,841
-39.2%
0.24%
-39.7%
Q1 2021$3,768,000
+12.5%
22,751
-3.4%
0.41%
+4.9%
Q4 2020$3,349,000
+55.7%
23,552
+21.1%
0.39%
+34.4%
Q3 2020$2,151,000
-4.3%
19,442
-7.5%
0.29%
-10.8%
Q2 2020$2,248,000
+20.6%
21,029
+0.2%
0.32%
+3.2%
Q1 2020$1,864,000
-36.2%
20,987
-1.5%
0.31%
-12.8%
Q4 2019$2,920,000
+5.4%
21,307
-0.9%
0.36%
-2.2%
Q3 2019$2,771,000
-8.9%
21,503
-7.7%
0.37%
-9.8%
Q2 2019$3,041,000
+0.4%
23,292
-1.0%
0.41%
-4.2%
Q1 2019$3,028,000
+12.9%
23,5190.0%0.42%
+0.2%
Q4 2018$2,682,000
-18.0%
23,519
+0.2%
0.42%
-1.4%
Q3 2018$3,270,000
-1.7%
23,464
-4.2%
0.43%
+71.3%
Q2 2018$3,327,000
+8.4%
24,498
+3.3%
0.25%
-44.5%
Q1 2018$3,069,000
-3.4%
23,718
-0.8%
0.45%
-0.9%
Q4 2017$3,177,000
+4.4%
23,920
+0.4%
0.46%
+3.2%
Q3 2017$3,044,000
+3.9%
23,823
-0.0%
0.44%
-0.5%
Q2 2017$2,929,000
+0.0%
23,8290.0%0.44%
-5.5%
Q1 2017$2,928,000
+6.0%
23,829
+4.4%
0.47%0.0%
Q4 2016$2,761,000
+9.5%
22,820
+0.1%
0.47%
+7.6%
Q3 2016$2,522,000
+5.9%
22,797
+0.8%
0.44%
-0.2%
Q2 2016$2,382,000
+4.1%
22,609
+0.7%
0.44%
-6.8%
Q1 2016$2,288,000
+11.6%
22,449
+8.2%
0.47%
+9.3%
Q4 2015$2,050,000
+22.6%
20,753
+20.2%
0.43%
+10.8%
Q3 2015$1,672,000
-8.1%
17,269
+2.3%
0.39%
+0.3%
Q2 2015$1,819,000
+2.9%
16,879
+4.5%
0.39%
+3.5%
Q1 2015$1,768,000
-46.1%
16,159
-47.9%
0.37%
+6.2%
Q4 2014$3,278,000
+179.9%
30,996
+164.0%
0.35%
+38.6%
Q3 2014$1,171,000
+0.5%
11,740
+6.3%
0.25%
+0.4%
Q2 2014$1,165,000
+4.9%
11,0400.0%0.25%
-5.9%
Q1 2014$1,111,000
+51.4%
11,040
+46.4%
0.27%
+42.3%
Q4 2013$734,000
+7.9%
7,5400.0%0.19%
-2.1%
Q3 2013$680,000
+10.4%
7,540
+2.4%
0.19%
+6.0%
Q2 2013$616,0007,3600.18%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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