ENVESTNET ASSET MANAGEMENT INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 975 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.6%.

Quarter-by-quarter ownership
ENVESTNET ASSET MANAGEMENT INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$483,842,414
-6.7%
3,033,685
-3.2%
0.22%
-3.9%
Q2 2023$518,554,133
+2.1%
3,135,152
-2.0%
0.23%
-5.7%
Q1 2023$508,039,110
+1.2%
3,200,045
+1.2%
0.24%
-6.2%
Q4 2022$502,060,571
+14.5%
3,161,591
+3.4%
0.26%
+4.0%
Q3 2022$438,431,000
+8.8%
3,057,395
+13.7%
0.25%
+11.1%
Q2 2022$402,995,000
-4.8%
2,689,863
+11.7%
0.22%
+5.6%
Q1 2022$423,500,000
-15.0%
2,407,069
-13.6%
0.21%
-13.4%
Q4 2021$498,148,000
+8.6%
2,785,284
+2.8%
0.25%
-2.4%
Q3 2021$458,807,000
-0.9%
2,710,666
+1.7%
0.25%
-4.2%
Q2 2021$462,881,000
+5.0%
2,665,457
+0.1%
0.26%
-8.0%
Q1 2021$440,949,000
+53.5%
2,662,573
+31.8%
0.29%
+31.8%
Q4 2020$287,228,000
+30.3%
2,019,748
+1.3%
0.22%
+11.3%
Q3 2020$220,476,000
-1.3%
1,992,909
-4.6%
0.20%
-10.6%
Q2 2020$223,286,000
+15.4%
2,088,352
-4.2%
0.22%
-4.8%
Q1 2020$193,550,000
-30.9%
2,179,618
+6.6%
0.23%
-22.6%
Q4 2019$280,303,000
+7.3%
2,044,965
+0.9%
0.30%
+3.5%
Q3 2019$261,230,000
+3.6%
2,027,397
+5.0%
0.29%
-9.8%
Q2 2019$252,089,000
+3.0%
1,931,123
+1.6%
0.32%
-5.7%
Q1 2019$244,759,000
+15.8%
1,901,340
+2.6%
0.34%
+2.8%
Q4 2018$211,379,000
+69.0%
1,853,224
+106.5%
0.33%
+51.4%
Q3 2018$125,074,000
+4.1%
897,490
+1.4%
0.22%
-21.2%
Q2 2018$120,199,000
+77.5%
885,195
+69.4%
0.27%
+42.7%
Q1 2018$67,722,000
-35.9%
522,654
-34.3%
0.19%
-18.3%
Q4 2017$105,640,000
+5.7%
795,592
+1.7%
0.24%
-1.7%
Q3 2017$99,965,000
+7.4%
782,263
+3.3%
0.24%
-7.0%
Q2 2017$93,048,000
+4.9%
757,066
+4.9%
0.26%
-9.5%
Q1 2017$88,683,000
+1.8%
721,823
+0.3%
0.28%
-10.1%
Q4 2016$87,085,000
+22.7%
719,699
+12.2%
0.32%
+14.9%
Q3 2016$70,974,000
+17.3%
641,367
+11.6%
0.28%
+14.1%
Q2 2016$60,531,000
+11.2%
574,791
+7.6%
0.24%
+3.0%
Q1 2016$54,428,000
+11.8%
534,236
+8.4%
0.23%
+5.9%
Q4 2015$48,683,000
+3.7%
492,895
+1.7%
0.22%
-5.2%
Q3 2015$46,933,000
+6.0%
484,599
+18.0%
0.23%
+10.4%
Q2 2015$44,290,000
+18.6%
410,815
+20.3%
0.21%
+9.3%
Q1 2015$37,355,000
+55.7%
341,452
+50.5%
0.19%
-20.9%
Q4 2014$23,995,000
+7.1%
226,860
+1.0%
0.24%
+8.4%
Q3 2014$22,403,000
+1.2%
224,616
+7.1%
0.22%
-2.2%
Q2 2014$22,134,000
-0.4%
209,801
-5.0%
0.23%
-6.5%
Q1 2014$22,223,000
+2.7%
220,821
-0.7%
0.25%
-0.8%
Q4 2013$21,647,000
+9.2%
222,318
+1.2%
0.25%
+2.5%
Q3 2013$19,824,000
-3.6%
219,679
-10.5%
0.24%
-9.0%
Q2 2013$20,555,000245,5790.27%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Efficient Advisors, LLC 342,138$34,433,0008.31%
Financial Planning & Information Services, Inc. 107,243$10,793,0007.52%
Zhang Financial LLC 95,228$9,583,0006.88%
CONCORD ASSET MANAGEMENT LLC 156,125$15,712,0005.87%
Lourd Capital, LLC 529,748$53,314,0005.82%
Modera Wealth Management, LLC 133,976$13,483,0005.35%
ARS Wealth Advisors, LLC 86,842$8,740,0005.24%
Blue Edge Capital, LLC 66,697$6,712,386,0004.68%
IBBOTSON ASSOCIATES INC 28,445$2,863,0004.62%
Summit Equities Inc 93,389$9,399,0004.15%
View complete list of VANGUARD INDEX FDS shareholders