Baker Avenue Asset Management, LP - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 675 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.44 and the average weighting 0.6%.

Quarter-by-quarter ownership
Baker Avenue Asset Management, LP ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$31,481
-2.9%
197
+0.5%
0.00%0.0%
Q2 2023$32,418
+4.2%
1960.0%0.00%0.0%
Q1 2023$31,117
-0.0%
1960.0%0.00%0.0%
Q4 2022$31,125
-96.5%
196
-97.0%
0.00%
-96.9%
Q4 2019$898,000
+3.2%
6,554
-3.0%
0.06%
-5.8%
Q3 2019$870,000
-12.1%
6,754
-11.0%
0.07%
-13.8%
Q2 2019$990,000
-12.0%
7,585
-13.2%
0.08%
-14.0%
Q1 2019$1,125,000
+11.1%
8,740
-1.6%
0.09%
-7.0%
Q4 2018$1,013,000
-12.7%
8,880
+6.7%
0.10%
+4.2%
Q3 2018$1,160,000
+2.7%
8,3240.0%0.10%
-2.0%
Q2 2018$1,130,000
+4.9%
8,3240.0%0.10%0.0%
Q1 2018$1,077,000
-2.5%
8,3240.0%0.10%
-8.4%
Q4 2017$1,105,000
+5.1%
8,324
+1.2%
0.11%
-9.3%
Q3 2017$1,051,000
+22.5%
8,227
+17.9%
0.12%
+3.5%
Q2 2017$858,000
+0.9%
6,979
+0.9%
0.11%0.0%
Q1 2017$850,000
+0.6%
6,920
-0.9%
0.11%
-3.4%
Q4 2016$845,000
+12.4%
6,980
+2.6%
0.12%
+9.3%
Q3 2016$752,000
+5.0%
6,8000.0%0.11%0.0%
Q2 2016$716,000
+3.9%
6,800
+0.6%
0.11%
+2.9%
Q1 2016$689,000
+3.1%
6,7600.0%0.10%
+9.4%
Q4 2015$668,000
+2.0%
6,7600.0%0.10%
-16.5%
Q3 2015$655,000
-12.4%
6,760
-2.5%
0.12%
+16.2%
Q2 2015$748,000
-26.8%
6,934
-25.8%
0.10%
-27.2%
Q1 2015$1,022,000
+2.5%
9,344
-0.9%
0.14%
-1.4%
Q4 2014$997,000
+6.7%
9,426
+0.6%
0.14%
+5.3%
Q3 2014$934,000
-19.8%
9,366
-15.2%
0.13%
-22.0%
Q2 2014$1,165,000
+8.9%
11,046
+3.9%
0.17%
-1.2%
Q1 2014$1,070,000
+8.9%
10,632
+5.3%
0.17%
-10.1%
Q4 2013$983,000
+12.5%
10,097
+4.3%
0.19%
+2.7%
Q3 2013$874,0009,6840.18%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2019
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