Marble Harbor Investment Counsel, LLC - VANGUARD INDEX FDS ownership

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VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,129 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.

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Quarter-by-quarter ownership
Marble Harbor Investment Counsel, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,469,862
+6.2%
15,486
+10.2%
0.32%
+10.6%
Q2 2023$2,324,862
+8.8%
14,056
+4.4%
0.29%
+5.8%
Q1 2023$2,137,068
-5.0%
13,461
-4.9%
0.28%
-8.6%
Q4 2022$2,248,767
+24.9%
14,161
+12.8%
0.30%
+10.2%
Q3 2022$1,800,000
-1.1%
12,550
+3.3%
0.28%
-0.7%
Q2 2022$1,820,000
-12.2%
12,150
+3.2%
0.28%
+7.8%
Q1 2022$2,072,000
+1.2%
11,775
+2.8%
0.26%
+7.5%
Q4 2021$2,048,000
+11.7%
11,450
+5.7%
0.24%
-3.2%
Q3 2021$1,834,000
+1.4%
10,836
+4.1%
0.25%
+6.0%
Q2 2021$1,808,000
+14.4%
10,411
+9.1%
0.23%
+7.9%
Q1 2021$1,581,000
+32.5%
9,546
+13.8%
0.22%
+22.7%
Q4 2020$1,193,000
+30.1%
8,391
+1.2%
0.18%
+17.3%
Q3 2020$917,000
+10.7%
8,291
+7.1%
0.15%
+4.2%
Q2 2020$828,000
+14.5%
7,741
-4.9%
0.14%
+1.4%
Q1 2020$723,000
-40.8%
8,141
-8.7%
0.14%
-26.4%
Q4 2019$1,222,000
+39.3%
8,916
+31.0%
0.19%
+23.7%
Q3 2019$877,000–6,806–0.16%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q1 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