ELM ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 698 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.82 and the average weighting 0.6%.

Quarter-by-quarter ownership
ELM ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2022$390,000
-49.2%
2,217
-48.3%
0.53%
+23.7%
Q4 2021$767,000
+5.6%
4,2880.0%0.43%
-1.8%
Q3 2021$726,000
+0.4%
4,288
+3.0%
0.43%
+2.6%
Q2 2021$723,000
+5.2%
4,162
+0.3%
0.42%
-0.9%
Q1 2021$687,000
+10.6%
4,150
-4.9%
0.43%
+12.7%
Q4 2020$621,000
+32.4%
4,365
+3.1%
0.38%
+17.3%
Q3 2020$469,000
-6.9%
4,235
-10.1%
0.32%
-9.0%
Q2 2020$504,000
+133.3%
4,710
+199.0%
0.36%
+161.0%
Q4 2019$216,000
+4.9%
1,575
-1.3%
0.14%
-2.9%
Q3 2019$206,000
-1.0%
1,5950.0%0.14%
-1.4%
Q2 2019$208,000
+1.5%
1,5950.0%0.14%
-1.4%
Q1 2019$205,000
-6.4%
1,595
+1.3%
0.14%
-1.4%
Q3 2018$219,000
+2.3%
1,5750.0%0.15%
-11.0%
Q2 2018$214,0000.0%1,575
-4.5%
0.16%
-0.6%
Q1 2018$214,000
-2.3%
1,6500.0%0.16%
+1.2%
Q4 2017$219,000
+7.4%
1,650
+3.1%
0.16%
+0.6%
Q3 2017$204,000
-1.0%
1,600
-4.8%
0.16%
-5.8%
Q1 2017$206,000
+1.5%
1,6800.0%0.17%
-6.0%
Q4 2016$203,0001,6800.18%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2020
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