HM Capital Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 831 filers reported holding VANGUARD INDEX FDS in Q2 2018. The put-call ratio across all filers is 1.38 and the average weighting 0.8%.

Quarter-by-quarter ownership
HM Capital Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$2,259,000
-3.7%
13,215
-0.8%
1.35%
+3.4%
Q2 2022$2,345,000
-17.3%
13,317
-0.2%
1.31%
+26.8%
Q1 2022$2,836,000
-5.1%
13,344
+0.9%
1.03%
-9.4%
Q4 2021$2,989,000
+3.5%
13,225
+0.2%
1.14%
-9.2%
Q3 2021$2,888,000
-31.4%
13,205
-29.3%
1.25%
-32.0%
Q2 2021$4,208,000
+13.5%
18,679
+7.9%
1.84%
+7.0%
Q1 2021$3,707,000
+8.9%
17,314
-1.0%
1.72%
+0.2%
Q4 2020$3,404,000
+23.6%
17,483
-2.4%
1.72%
+3.1%
Q3 2020$2,754,000
+5.6%
17,909
+0.0%
1.67%
-2.2%
Q2 2020$2,609,000
+16.1%
17,906
-8.0%
1.70%
+2.9%
Q1 2020$2,248,000
-38.1%
19,469
-11.2%
1.66%
-24.3%
Q4 2019$3,633,000
+7.1%
21,936
-0.5%
2.19%
+2.2%
Q3 2019$3,391,000
-2.6%
22,037
-0.8%
2.14%
-0.6%
Q2 2019$3,480,000
+2.1%
22,214
-0.5%
2.16%
-14.3%
Q1 2019$3,410,000
+22.5%
22,316
+5.8%
2.51%
+5.5%
Q4 2018$2,784,000
-18.8%
21,0910.0%2.38%
-9.0%
Q3 2018$3,429,000
+3.8%
21,091
-0.6%
2.62%
+2.9%
Q2 2018$3,303,000
+17.6%
21,220
+11.0%
2.54%
+13.3%
Q1 2018$2,809,000
+5.3%
19,121
+5.9%
2.24%
+2.5%
Q4 2017$2,668,000
+4.7%
18,049
+0.1%
2.19%
-3.0%
Q3 2017$2,549,000
+2.4%
18,036
-1.8%
2.26%
-2.0%
Q2 2017$2,489,000
+10.0%
18,362
+8.0%
2.30%
+6.0%
Q1 2017$2,263,000
+2.5%
16,994
-0.8%
2.17%
-3.3%
Q4 2016$2,207,000
+10.0%
17,128
+4.1%
2.25%
+10.6%
Q3 2016$2,007,000
+2.8%
16,448
-2.5%
2.03%
-0.1%
Q2 2016$1,953,000
+44.7%
16,878
+39.6%
2.03%
+35.4%
Q1 2016$1,350,000
-2.0%
12,088
-3.0%
1.50%
+2.7%
Q4 2015$1,378,000
+5.3%
12,463
+2.8%
1.46%
+0.6%
Q3 2015$1,309,000
-10.0%
12,126
+1.2%
1.45%
-1.5%
Q2 2015$1,455,000
-1.4%
11,977
-0.5%
1.47%
-3.6%
Q1 2015$1,475,000
+24.8%
12,038
+18.7%
1.53%
+26.9%
Q4 2014$1,182,000
+5.8%
10,142
+0.3%
1.20%
-10.6%
Q3 2014$1,117,000
-3.9%
10,108
+2.1%
1.35%
-5.5%
Q2 2014$1,162,000
+96.9%
9,900
+89.7%
1.43%
+53.8%
Q1 2014$590,000
+90.3%
5,220
+85.1%
0.93%
+156.8%
Q4 2013$310,0002,8200.36%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2018
NameSharesValueWeighting ↓
Aufman Associates Inc 161,884$23,590,00026.77%
Chandler Asset Management, Inc. 294,740$42,950,00018.69%
Water Oak Advisors LLC 124,171$18,094,00018.46%
McCarthy Grittinger Financial Group, LLC 163,716$23,856,69614.15%
Acorns Advisers, LLC 2,390,400$348,329,00013.45%
BLUESTEM FINANCIAL ADVISORS, LLC 98,732$14,387,00013.16%
Emerson Wealth, LLC 119,166$17,365,00012.28%
Unified Trust Company, N.A. 101,312$14,763,00011.11%
Heartwood Wealth Advisors LLC 367,893$53,609,00010.61%
VISTA CAPITAL PARTNERS, INC. 363,565$52,979,00010.32%
View complete list of VANGUARD INDEX FDS shareholders