Advisors Capital Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,116 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.

Quarter-by-quarter ownership
Advisors Capital Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,259
+1.4%
20,436
+5.2%
0.08%
+7.8%
Q2 2023$3,213
+14.7%
19,425
+10.1%
0.08%
+5.5%
Q1 2023$2,802
+2.4%
17,649
+2.4%
0.07%
-1.4%
Q4 2022$2,736
-99.9%
17,227
-5.7%
0.07%
-7.5%
Q3 2022$3,013,000
+184.5%
18,268
+158.4%
0.08%
+150.0%
Q2 2022$1,059,000
-2.7%
7,069
+14.3%
0.03%
+6.7%
Q1 2022$1,088,000
-2.1%
6,185
-0.5%
0.03%0.0%
Q4 2021$1,111,000
-21.4%
6,213
-25.6%
0.03%
-30.2%
Q3 2021$1,414,000
+2.8%
8,356
+5.6%
0.04%
-2.3%
Q2 2021$1,375,000
+17.0%
7,916
+11.5%
0.04%
+7.3%
Q1 2021$1,175,000
+16.9%
7,098
+0.4%
0.04%
+7.9%
Q4 2020$1,005,000
+48.4%
7,072
+15.6%
0.04%
+18.8%
Q3 2020$677,000
+4.3%
6,116
+0.8%
0.03%0.0%
Q2 2020$649,000
+25.8%
6,070
+4.5%
0.03%
-3.0%
Q1 2020$516,000
-90.1%
5,807
-84.8%
0.03%
-86.5%
Q4 2019$5,227,000
+68.7%
38,131
+58.5%
0.24%
+45.2%
Q3 2019$3,099,000
+5.6%
24,051
+7.0%
0.17%
-3.4%
Q2 2019$2,934,000
+16.4%
22,474
+16.5%
0.17%
+10.8%
Q1 2019$2,520,000
-70.9%
19,296
-74.6%
0.16%
-75.1%
Q4 2018$8,651,000
+230.8%
75,848
+304.2%
0.63%
+268.4%
Q3 2018$2,615,000
-0.8%
18,764
-3.4%
0.17%
-6.0%
Q2 2018$2,637,000
-41.3%
19,420
-44.0%
0.18%
-46.5%
Q1 2018$4,491,000
-47.2%
34,698
-45.8%
0.34%
-49.5%
Q4 2017$8,501,000
+351.5%
64,025
+334.5%
0.67%
+339.9%
Q3 2017$1,883,000
+258.0%
14,735
+244.4%
0.15%
+255.8%
Q2 2017$526,000
-67.8%
4,279
-67.8%
0.04%
-69.5%
Q1 2017$1,633,000
+1.4%
13,288
-0.2%
0.14%
-8.4%
Q4 2016$1,611,000
+9.3%
13,311
-0.1%
0.15%
+6.9%
Q3 2016$1,474,000
+14.0%
13,322
+8.5%
0.14%
+8.3%
Q2 2016$1,293,000
+3.9%
12,274
+0.5%
0.13%
+5.6%
Q1 2016$1,245,000
+0.7%
12,216
-2.3%
0.13%
+1.6%
Q4 2015$1,236,00012,5090.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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