Carnegie Capital Asset Management, LLC - VANGUARD INDEX FDS ownership

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VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 684 filers reported holding VANGUARD INDEX FDS in Q3 2019. The put-call ratio across all filers is 0.67 and the average weighting 0.5%.

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Quarter-by-quarter ownership
Carnegie Capital Asset Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$679,657
-53.8%
4,261
-52.1%
0.03%
-51.9%
Q2 2023$1,470,930
+1.6%
8,893
-2.5%
0.05%
-6.9%
Q1 2023$1,448,033
+1.6%
9,121
+1.6%
0.06%
-4.9%
Q4 2022$1,425,327
+13.2%
8,975
+2.2%
0.06%
+1.7%
Q3 2022$1,259,000
-10.0%
8,778
-6.0%
0.06%
-4.8%
Q2 2022$1,399,000
-10.5%
9,338
+5.1%
0.06%
+10.5%
Q1 2022$1,564,000
+8.7%
8,887
+10.5%
0.06%
+21.3%
Q4 2021$1,439,000
+312.3%
8,046
+290.6%
0.05%
+261.5%
Q3 2021$349,000
+2.3%
2,060
+5.0%
0.01%0.0%
Q2 2021$341,000
+48.9%
1,962
+41.7%
0.01%
+30.0%
Q1 2021$229,000
+1.3%
1,385
-15.9%
0.01%
-23.1%
Q4 2019$226,000
+10.2%
1,646
+3.3%
0.01%0.0%
Q3 2019$205,000
-1.4%
1,5940.0%0.01%
-7.1%
Q2 2019$208,000
+1.0%
1,594
-0.3%
0.01%0.0%
Q1 2019$206,000
-16.9%
1,598
-16.6%
0.01%
-30.0%
Q3 2018$248,000
+14.3%
1,916
+23.6%
0.02%
+17.6%
Q2 2018$217,000–1,550–0.02%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q3 2019
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 1,148,489$182,380,07525.64%
Mokosak Advisory Group, LLC 242,614$38,599,07617.26%
University of Maryland Foundation, Inc. 91,176$14,47916.47%
Arista Wealth Management, LLC 140,084$22,239,69914.04%
TrueWealth Financial Partners 69,953$11,108,51310.77%
BHK Investment Advisors, LLC 104,379$16,575,3549.32%
Bishop & Co Investment Management, LLC 120,701$19,1679.31%
Efficient Advisors, LLC 572,185$90,862,9139.24%
Jacobsen Capital Management 102,696$16,3088.69%
New England Capital Financial Advisors LLC 72,972$12,182,0028.64%
View complete list of VANGUARD INDEX FDS shareholders