TD Capital Management LLC - 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
TD Capital Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$140,419
-3.6%
8800.0%0.02%0.0%
Q2 2023$145,623
+4.2%
8800.0%0.02%0.0%
Q1 2023$139,777
-0.0%
8800.0%0.02%
-5.6%
Q4 2022$139,812
+11.0%
8800.0%0.02%
+5.9%
Q3 2022$126,000
-19.7%
880
+0.5%
0.02%
-5.6%
Q4 2021$157,000
+3.3%
876
-2.8%
0.02%
-5.3%
Q3 2021$152,000
-2.6%
9010.0%0.02%0.0%
Q2 2021$156,000
+4.7%
9010.0%0.02%
-5.0%
Q1 2021$149,000
+16.4%
9010.0%0.02%
+11.1%
Q4 2020$128,000
+32.0%
901
+2.9%
0.02%
+20.0%
Q3 2020$97,000
-13.4%
876
-16.7%
0.02%
-16.7%
Q2 2020$112,000
+43.6%
1,051
+20.0%
0.02%
+28.6%
Q1 2020$78,000
-86.4%
876
-79.1%
0.01%
-85.1%
Q4 2019$575,000
+6.9%
4,195
+0.4%
0.09%
-2.1%
Q3 2019$538,000
-0.9%
4,178
+0.5%
0.10%
-12.7%
Q2 2019$543,000
+1.7%
4,156
+0.2%
0.11%
-2.7%
Q1 2019$534,000
+12.9%
4,1460.0%0.11%
-3.4%
Q4 2018$473,000
-17.6%
4,146
+0.7%
0.12%
-20.9%
Q3 2018$574,000
+2.7%
4,1160.0%0.15%
-3.3%
Q2 2018$559,000
+5.1%
4,116
+0.2%
0.15%0.0%
Q1 2018$532,000
-2.2%
4,108
+0.2%
0.15%
+2.7%
Q4 2017$544,000
+4.2%
4,098
+0.4%
0.15%
-1.3%
Q3 2017$522,000
+4.0%
4,0830.0%0.15%
+0.7%
Q2 2017$502,000
-16.5%
4,083
-16.5%
0.15%
-15.3%
Q1 2017$601,000
+0.7%
4,892
-0.9%
0.18%
-3.3%
Q4 2016$597,000
+9.5%
4,936
+0.3%
0.18%
+11.6%
Q3 2016$545,000
+5.2%
4,923
+0.1%
0.16%
+1.2%
Q2 2016$518,000
-2.8%
4,919
-6.0%
0.16%
-6.4%
Q1 2016$533,000
+1.5%
5,231
-1.7%
0.17%
+6.1%
Q4 2015$525,000
-77.1%
5,320
-77.6%
0.16%
-76.8%
Q3 2015$2,297,000
-92.7%
23,718
-91.8%
0.70%
-91.2%
Q2 2015$31,319,000
+12.1%
290,500
+13.8%
7.96%
+21.3%
Q1 2015$27,935,000
+32.8%
255,352
+28.4%
6.56%
+36.1%
Q4 2014$21,041,000
+55.7%
198,933
+46.8%
4.82%
+56.8%
Q3 2014$13,518,000
+4.8%
135,533
+10.9%
3.07%
+5.9%
Q2 2014$12,893,000
+9.2%
122,212
+4.1%
2.90%
+6.8%
Q1 2014$11,810,000117,3482.72%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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