OBERMEYER WOOD INVESTMENT COUNSEL, LLLP - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 974 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 1.29 and the average weighting 0.7%.

Quarter-by-quarter ownership
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2022$217,715
-38.7%
1,371
-34.7%
0.02%
-20.0%
Q3 2021$355,000
-2.7%
2,1000.0%0.02%0.0%
Q2 2021$365,000
+4.9%
2,1000.0%0.02%
-4.8%
Q1 2021$348,000
+16.4%
2,1000.0%0.02%
+5.0%
Q4 2020$299,000
+28.9%
2,1000.0%0.02%
+17.6%
Q3 2020$232,000
+1121.1%
2,100
+809.1%
0.02%
+240.0%
Q2 2013$19,0002310.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
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