Asset Dedication, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 478 filers reported holding VANGUARD INDEX FDS in Q1 2017. The put-call ratio across all filers is 1.88 and the average weighting 0.7%.

Quarter-by-quarter ownership
Asset Dedication, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,459
+6.8%
9,140
+10.6%
0.12%
+6.9%
Q2 2023$1,366
-3.3%
8,267
-7.1%
0.12%
-11.5%
Q1 2023$1,4120.0%8,899
-0.0%
0.13%
-8.4%
Q4 2022$1,412
-99.9%
8,901
-1.1%
0.14%
+1.4%
Q3 2022$1,288,000
-15.2%
9,003
+4.3%
0.14%
-16.6%
Q1 2022$1,519,000
+14.7%
8,634
+16.9%
0.17%
+6.3%
Q4 2021$1,324,000
-10.5%
7,388
-15.3%
0.16%
-18.5%
Q3 2021$1,480,000
+0.3%
8,721
+2.7%
0.20%
-11.4%
Q2 2021$1,475,000
+22.9%
8,493
+17.2%
0.22%
-18.8%
Q1 2021$1,200,000
-13.1%
7,249
-25.2%
0.27%
-1.5%
Q4 2020$1,381,000
+24.0%
9,697
-3.6%
0.28%
+11.8%
Q3 2020$1,114,000
+28.0%
10,054
+24.1%
0.25%
+3.8%
Q2 2020$870,000
+14.5%
8,099
-5.6%
0.24%
+4.9%
Q1 2020$760,000
-48.5%
8,578
-20.4%
0.23%
-45.8%
Q4 2019$1,477,000
+13.4%
10,775
+6.8%
0.42%
-3.7%
Q3 2019$1,303,000
-13.2%
10,091
-12.3%
0.43%
-10.7%
Q2 2019$1,502,000
-2.1%
11,504
-3.2%
0.48%
-9.2%
Q1 2019$1,534,000
+37.0%
11,879
+20.8%
0.53%
+16.1%
Q4 2018$1,120,000
+3.2%
9,837
+26.4%
0.46%
+12.7%
Q3 2018$1,085,000
-11.1%
7,781
-13.5%
0.41%
-2.2%
Q2 2018$1,221,000
+55.3%
8,992
+48.7%
0.42%
+6.9%
Q1 2018$786,000
+5.4%
6,047
+8.0%
0.39%
+30.0%
Q4 2017$746,000
-3.5%
5,601
-7.1%
0.30%
-19.6%
Q3 2017$773,000
+4.2%
6,027
-0.5%
0.37%0.0%
Q2 2017$742,000
+3.5%
6,056
+3.4%
0.37%
-3.6%
Q1 2017$717,000
+2.4%
5,855
+1.1%
0.39%
-4.7%
Q4 2016$700,000
+9.7%
5,793
+0.5%
0.41%
+0.7%
Q3 2016$638,000
+1.9%
5,764
-3.4%
0.40%
-7.4%
Q2 2016$626,000
-27.7%
5,964
-29.9%
0.44%
-31.7%
Q1 2016$866,000
-4.2%
8,504
-7.1%
0.64%
+7.4%
Q4 2015$904,0009,1570.59%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2017
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 1,150,621$182,672,65226.42%
Mokosak Advisory Group, LLC 240,523$38,188,92816.27%
25 LLC 166,405$25,627,99715.84%
University of Maryland Foundation, Inc. 91,176$14,47515.78%
TrueWealth Financial Partners 75,394$11,969,58410.32%
Arista Wealth Management, LLC 110,127$17,483,7589.54%
BHK Investment Advisors, LLC 134,798$21,400,5929.35%
Jacobsen Capital Management 105,951$16,820,7099.01%
Bishop & Co Investment Management, LLC 121,055$19,218,6898.85%
New England Capital Financial Advisors LLC 73,041$11,596,0458.19%
View complete list of VANGUARD INDEX FDS shareholders