Coastline Trust Co - 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
Coastline Trust Co ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$22,496,703
-5.2%
141,054
-1.6%
3.32%
-0.1%
Q2 2023$23,718,691
+38.6%
143,402
+33.0%
3.32%
+31.0%
Q1 2023$17,118,456
+115.7%
107,826
+115.8%
2.54%
+114.5%
Q4 2022$7,936,189
+116.4%
49,976
+95.4%
1.18%
+101.4%
Q3 2022$3,668,000
-6.6%
25,578
-2.4%
0.59%
+1.0%
Q2 2022$3,928,000
-13.1%
26,218
+2.1%
0.58%
+5.8%
Q1 2022$4,519,000
+0.4%
25,688
+2.1%
0.55%
+7.0%
Q4 2021$4,501,000
+22.5%
25,168
+15.9%
0.51%
+12.3%
Q3 2021$3,675,000
+0.2%
21,713
+2.9%
0.46%
+0.7%
Q2 2021$3,666,000
+4.8%
21,109
-0.1%
0.45%
+0.7%
Q1 2021$3,499,000
+0.5%
21,125
-13.7%
0.45%
-2.8%
Q4 2020$3,481,000
+27.9%
24,480
-0.5%
0.46%
+13.4%
Q3 2020$2,721,000
+0.3%
24,595
-3.1%
0.41%
-4.4%
Q2 2020$2,714,000
+21.4%
25,380
+0.8%
0.43%
+5.9%
Q1 2020$2,236,000
-39.7%
25,185
-6.9%
0.40%
-21.4%
Q4 2019$3,710,000
+9.3%
27,065
+2.8%
0.51%
+3.0%
Q3 2019$3,394,000
-0.6%
26,335
+0.6%
0.50%
+0.4%
Q2 2019$3,416,000
-1.7%
26,165
-3.1%
0.50%
-4.2%
Q1 2019$3,476,000
+15.8%
27,005
+2.6%
0.52%
+0.2%
Q4 2018$3,003,000
-29.1%
26,325
-13.3%
0.52%
-14.7%
Q3 2018$4,233,000
+4.3%
30,380
+1.6%
0.61%
-0.8%
Q2 2018$4,059,000
+10.0%
29,895
+4.8%
0.61%
+7.9%
Q1 2018$3,691,000
+3.2%
28,520
+5.9%
0.57%
+5.4%
Q4 2017$3,575,000
+9.0%
26,925
+4.9%
0.54%
-5.9%
Q3 2017$3,280,000
+9.2%
25,665
+4.9%
0.57%
+5.0%
Q2 2017$3,005,000
-2.2%
24,455
-2.3%
0.54%
-5.1%
Q1 2017$3,074,000
+6.3%
25,025
+4.7%
0.57%
+1.1%
Q4 2016$2,893,000
+8.8%
23,910
-0.5%
0.57%
+9.2%
Q3 2016$2,659,000
+7.4%
24,030
+2.3%
0.52%
+4.0%
Q2 2016$2,475,000
+8.9%
23,500
+5.4%
0.50%
+3.1%
Q1 2016$2,272,000
-34.0%
22,300
-36.0%
0.48%
-35.8%
Q4 2015$3,441,000
-12.8%
34,840
-14.4%
0.76%
-15.9%
Q3 2015$3,944,000
-6.2%
40,716
+4.4%
0.90%
+2.0%
Q2 2015$4,205,000
+1.6%
39,001
+3.1%
0.88%
+3.5%
Q1 2015$4,140,000
+22.7%
37,836
+18.6%
0.85%
+20.6%
Q4 2014$3,375,000
+22.7%
31,910
+15.7%
0.70%
-2.2%
Q3 2014$2,750,000
+36.6%
27,575
+44.6%
0.72%
+38.1%
Q2 2014$2,013,000
+4.8%
19,0750.0%0.52%
+2.4%
Q1 2014$1,920,000
+4.3%
19,075
+0.9%
0.51%
+2.0%
Q4 2013$1,841,000
+14.6%
18,900
+6.2%
0.50%
+5.9%
Q3 2013$1,606,000
+14.4%
17,800
+6.1%
0.47%
+9.0%
Q2 2013$1,404,00016,7750.43%
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