BALASA DINVERNO & FOLTZ LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,064 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.7%.

Quarter-by-quarter ownership
BALASA DINVERNO & FOLTZ LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$613,000
-4.1%
4,275
+0.2%
0.04%
-2.5%
Q2 2022$639,000
-12.9%
4,267
+2.3%
0.04%
-18.4%
Q1 2022$734,000
-5.5%
4,172
-4.0%
0.05%
-2.0%
Q4 2021$777,000
+3.9%
4,345
-1.7%
0.05%
-3.8%
Q3 2021$748,000
-0.8%
4,420
+1.9%
0.05%
-3.7%
Q2 2021$754,000
+5.0%
4,339
+0.1%
0.05%
-6.9%
Q1 2021$718,000
+5.3%
4,336
-9.6%
0.06%
+1.8%
Q4 2020$682,000
+46.0%
4,796
+13.7%
0.06%
+29.5%
Q3 2020$467,000
-1.9%
4,217
-5.2%
0.04%
-17.0%
Q2 2020$476,000
-22.9%
4,448
-36.0%
0.05%
-32.1%
Q1 2020$617,000
+5.1%
6,945
+62.1%
0.08%
+25.8%
Q4 2019$587,000
+6.5%
4,285
+0.1%
0.06%
-3.1%
Q3 2019$551,000
+4.8%
4,280
+6.3%
0.06%
+4.9%
Q2 2019$526,000
+1.5%
4,028
+0.1%
0.06%
-1.6%
Q1 2019$518,000
+7.5%
4,025
-4.7%
0.06%
+3.3%
Q4 2018$482,000
-3.8%
4,222
+17.5%
0.06%
+7.1%
Q3 2018$501,000
-15.8%
3,592
-18.0%
0.06%
-34.9%
Q2 2018$595,000
-1.2%
4,379
-5.9%
0.09%
-5.5%
Q1 2018$602,000
+5.6%
4,652
+8.4%
0.09%
+8.3%
Q4 2017$570,000
+80.4%
4,290
+73.3%
0.08%
+71.4%
Q3 2017$316,000
+5.7%
2,476
+1.7%
0.05%0.0%
Q2 2017$299,000
+22.0%
2,434
+22.1%
0.05%
+19.5%
Q1 2017$245,000
+4.3%
1,993
+2.6%
0.04%
+2.5%
Q4 2016$235,000
+11.9%
1,943
+2.2%
0.04%
+5.3%
Q3 2016$210,000
-0.9%
1,901
-5.8%
0.04%0.0%
Q2 2016$212,000
+5.5%
2,017
+2.2%
0.04%
+5.6%
Q1 2016$201,000
-19.0%
1,974
-14.2%
0.04%
-10.0%
Q2 2015$248,000
+1.6%
2,300
+3.0%
0.04%
+14.3%
Q1 2015$244,000
+3.4%
2,2320.0%0.04%
+2.9%
Q4 2014$236,000
+5.8%
2,2320.0%0.03%0.0%
Q3 2014$223,0002,2320.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
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