LMCG INVESTMENTS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,194 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.89 and the average weighting 0.7%.

Quarter-by-quarter ownership
LMCG INVESTMENTS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,748,821
-5.3%
48,585
-1.8%
0.52%
-1.3%
Q2 2023$8,186,142
-0.4%
49,493
-4.4%
0.53%
-3.3%
Q1 2023$8,216,465
+1.3%
51,754
+1.3%
0.55%
-3.2%
Q4 2022$8,109,122
+12.7%
51,065
+1.7%
0.57%
+7.6%
Q3 2022$7,197,000
-9.2%
50,191
-5.1%
0.53%
-3.7%
Q2 2022$7,923,000
-13.6%
52,883
+1.4%
0.55%
+2.6%
Q1 2022$9,174,000
+820.2%
52,143
+406.1%
0.53%
+2433.3%
Q3 2015$997,000
-9.9%
10,303
+0.4%
0.02%
-12.5%
Q2 2015$1,107,000
+25.9%
10,267
+27.8%
0.02%
+33.3%
Q1 2015$879,000
+153.3%
8,036
+144.7%
0.02%
+125.0%
Q4 2014$347,000
+4.5%
3,284
-1.4%
0.01%
+14.3%
Q3 2014$332,000
+1.8%
3,331
+7.9%
0.01%0.0%
Q2 2014$326,000
+3.8%
3,088
-1.0%
0.01%0.0%
Q1 2014$314,000
+3.6%
3,120
+0.4%
0.01%
+16.7%
Q4 2013$303,000
+11.8%
3,109
+3.6%
0.01%
-14.3%
Q3 2013$271,000
+11.5%
3,001
+3.5%
0.01%
+16.7%
Q2 2013$243,0002,9000.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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