J.P. Morgan Private Wealth Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 888 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 2.47 and the average weighting 0.6%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$29,900,629
-10.5%
187,477
-7.2%
0.08%
-50.9%
Q2 2023$33,402,686
-46.3%
201,951
-48.5%
0.17%
+31.1%
Q1 2023$62,217,250
-29.8%
391,895
-29.8%
0.13%
-33.3%
Q4 2022$88,634,061
+14.1%
558,149
+3.0%
0.20%
-2.5%
Q3 2022$77,695,000
+21.4%
541,806
+26.9%
0.20%
+23.8%
Q2 2022$63,979,000
+9.4%
427,038
+28.5%
0.16%
+29.1%
Q1 2022$58,488,000
-3.5%
332,429
-1.9%
0.13%
-2.3%
Q4 2021$60,601,000
+5.0%
338,838
-0.6%
0.13%
-7.8%
Q3 2021$57,700,000
+3.3%
340,898
+6.0%
0.14%
-2.8%
Q2 2021$55,850,000
+10.9%
321,605
+5.7%
0.14%
-11.0%
Q1 2021$50,377,000
-0.2%
304,193
-14.3%
0.16%
-0.6%
Q4 2020$50,480,000
+23.8%
354,971
-3.7%
0.16%
+3.1%
Q3 2020$40,789,000
+29.0%
368,699
+24.7%
0.16%
+10.4%
Q2 2020$31,618,000
+46.1%
295,712
+21.3%
0.14%
+17.1%
Q1 2020$21,642,000
-24.6%
243,714
+16.4%
0.12%
-5.4%
Q4 2019$28,696,000
+22.4%
209,356
+15.1%
0.13%
+6.6%
Q3 2019$23,441,000
+1.5%
181,924
+2.9%
0.12%
-3.2%
Q2 2019$23,088,000
+1.8%
176,866
+0.4%
0.13%
+6.8%
Q1 2019$22,674,000
+17.8%
176,136
+4.3%
0.12%
+0.9%
Q4 2018$19,254,000
-32.1%
168,809
-17.0%
0.12%
-15.2%
Q3 2018$28,355,000
-4.8%
203,466
-7.2%
0.14%
-17.4%
Q2 2018$29,771,000
+20.8%
219,239
+15.1%
0.17%0.0%
Q1 2018$24,646,000
-0.5%
190,435
+2.1%
0.17%
+2.5%
Q4 2017$24,764,000
+8.4%
186,509
+4.3%
0.16%
-0.6%
Q3 2017$22,841,000
+8.0%
178,739
+3.8%
0.16%
+1.9%
Q2 2017$21,157,000
+5.0%
172,136
+5.0%
0.16%
+3.2%
Q1 2017$20,146,000
+231.5%
163,972
+226.5%
0.16%
+194.3%
Q4 2016$6,078,000
+13.3%
50,228
+3.6%
0.05%
+6.0%
Q3 2016$5,366,000
-9.2%
48,488
-13.6%
0.05%
-12.3%
Q2 2016$5,909,000
-5.3%
56,112
-8.4%
0.06%
-5.0%
Q1 2016$6,242,000
+0.2%
61,264
-2.9%
0.06%
-6.2%
Q4 2015$6,231,000
-11.3%
63,089
-13.0%
0.06%
-27.3%
Q3 2015$7,023,000
-12.2%
72,512
-2.2%
0.09%
-4.3%
Q2 2015$7,995,000
-3.7%
74,162
-2.3%
0.09%
-3.2%
Q1 2015$8,302,000
-5.6%
75,885
-8.7%
0.10%
-9.5%
Q4 2014$8,794,000
+7.5%
83,146
+1.4%
0.10%0.0%
Q3 2014$8,177,000
-3.4%
81,981
+2.2%
0.10%
-26.6%
Q2 2014$8,463,000
+1.3%
80,218
-3.4%
0.14%
-6.5%
Q1 2014$8,355,000
+5.5%
83,019
+2.0%
0.15%
-3.8%
Q4 2013$7,922,000
+7.8%
81,357
-0.1%
0.16%
-4.8%
Q3 2013$7,349,000
+2.7%
81,434
-4.8%
0.17%
-5.6%
Q2 2013$7,157,00085,5090.18%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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