Evensky & Katz 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
Evensky & Katz LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$246
-2.0%
1,541
+1.6%
0.02%
+10.5%
Q2 2023$251
+2.0%
1,517
-2.1%
0.02%
-5.0%
Q1 2023$246
-1.6%
1,550
-1.5%
0.02%
-13.0%
Q4 2022$250
-99.9%
1,574
+16.3%
0.02%0.0%
Q3 2022$194,000
-10.6%
1,353
-6.7%
0.02%
-8.0%
Q2 2022$217,000
-14.9%
1,4500.0%0.02%0.0%
Q1 2022$255,000
-1.2%
1,450
+0.3%
0.02%0.0%
Q4 2021$258,000
+0.4%
1,445
-4.9%
0.02%
-7.4%
Q3 2021$257,000
-2.3%
1,519
+0.3%
0.03%0.0%
Q2 2021$263,000
-10.5%
1,514
-14.8%
0.03%
-18.2%
Q1 2021$294,000
-12.8%
1,778
-24.9%
0.03%
-21.4%
Q4 2020$337,000
+24.8%
2,366
-3.0%
0.04%
+13.5%
Q3 2020$270,000
+3.8%
2,439
+0.5%
0.04%
-2.6%
Q2 2020$260,000
+35.4%
2,428
+12.1%
0.04%
+26.7%
Q1 2020$192,000
-64.4%
2,166
-45.1%
0.03%
-60.0%
Q4 2019$540,000
-42.9%
3,946
-46.2%
0.08%
-41.9%
Q3 2019$945,000
-0.3%
7,331
+0.9%
0.13%
-1.5%
Q2 2019$948,000
-49.2%
7,265
-49.9%
0.13%
+4.0%
Q1 2019$1,866,000
+125.9%
14,498
+100.0%
0.13%
-8.0%
Q4 2018$826,000
-14.5%
7,249
+4.6%
0.14%
-4.2%
Q3 2018$966,000
-0.2%
6,933
-2.7%
0.14%
-15.9%
Q2 2018$968,000
-2.0%
7,129
-6.7%
0.17%0.0%
Q1 2018$988,0007,6390.17%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
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