AMG National Trust Bank - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,064 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.7%.

Quarter-by-quarter ownership
AMG National Trust Bank ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,956,942
-3.9%
12,270
-0.4%
0.07%0.0%
Q2 2023$2,037,231
+2.6%
12,317
-1.5%
0.07%
-1.4%
Q1 2023$1,984,817
-0.0%
12,502
-0.0%
0.07%
-4.2%
Q4 2022$1,985,636
+12.8%
12,504
+1.8%
0.07%
+9.1%
Q3 2022$1,761,000
-5.1%
12,2790.0%0.07%
-4.3%
Q2 2022$1,856,000
-15.7%
12,279
-1.9%
0.07%
-1.4%
Q1 2022$2,202,000
-4.0%
12,519
-2.4%
0.07%
+2.9%
Q4 2021$2,294,000
+2.1%
12,823
-3.4%
0.07%
-5.6%
Q3 2021$2,246,000
-3.2%
13,273
-0.7%
0.07%
-2.7%
Q2 2021$2,321,000
+10.3%
13,361
+5.2%
0.07%
+4.2%
Q1 2021$2,104,000
+24.4%
12,703
+6.8%
0.07%
+18.3%
Q4 2020$1,691,000
+31.4%
11,891
+2.3%
0.06%
+13.2%
Q3 2020$1,287,000
+9.0%
11,626
+5.3%
0.05%
+1.9%
Q2 2020$1,181,000
+201.3%
11,040
+150.1%
0.05%
+79.3%
Q1 2020$392,0004,4150.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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