Asset Management Group, Inc. - 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
Asset Management Group, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$22,170,682
-2.6%
139,010
+1.0%
4.88%
+1.0%
Q2 2023$22,753,520
+4.3%
137,567
+0.1%
4.83%
-0.8%
Q1 2023$21,825,090
+2.1%
137,472
+2.2%
4.87%
-3.1%
Q4 2022$21,370,135
+13.1%
134,573
+2.2%
5.02%
+6.4%
Q3 2022$18,891,000
-2.0%
131,734
+2.3%
4.72%
+2.0%
Q2 2022$19,286,000
-12.4%
128,725
+2.9%
4.63%
+0.5%
Q1 2022$22,017,000
+0.2%
125,140
+1.9%
4.61%
+6.7%
Q4 2021$21,965,000
+5.0%
122,811
-0.7%
4.32%
+0.5%
Q3 2021$20,926,000
-5.1%
123,635
-2.6%
4.30%
-5.9%
Q2 2021$22,054,000
+4.2%
126,997
-0.7%
4.56%
-0.5%
Q1 2021$21,175,000
+15.4%
127,860
-0.9%
4.58%
+2.8%
Q4 2020$18,349,000
+28.4%
129,026
-0.1%
4.46%
+6.9%
Q3 2020$14,287,000
+3.1%
129,144
-0.4%
4.18%
-4.7%
Q2 2020$13,859,000
+19.7%
129,618
-0.6%
4.38%
+0.2%
Q1 2020$11,582,000
-31.3%
130,426
+6.1%
4.37%
-14.3%
Q4 2019$16,847,000
+10.5%
122,905
+3.9%
5.10%
-2.5%
Q3 2019$15,240,000
+11.2%
118,275
+12.6%
5.23%
+7.4%
Q2 2019$13,707,000
+1.8%
105,002
+0.4%
4.87%
-0.3%
Q1 2019$13,467,000
+16.6%
104,616
+3.4%
4.88%
+3.0%
Q4 2018$11,545,000
-13.8%
101,222
+5.3%
4.74%
+4.6%
Q3 2018$13,393,000
+4.1%
96,104
+1.4%
4.53%
+0.9%
Q2 2018$12,867,000
+6.2%
94,754
+1.2%
4.49%
+3.5%
Q1 2018$12,115,000
+4.1%
93,606
+6.8%
4.34%
+3.6%
Q4 2017$11,633,000
+7.0%
87,609
+3.0%
4.19%
+2.8%
Q3 2017$10,870,000
+10.7%
85,062
+6.5%
4.08%
+7.3%
Q2 2017$9,821,000
+10.1%
79,903
+10.1%
3.80%
+7.6%
Q1 2017$8,920,000
+16.5%
72,604
+14.7%
3.53%
+12.3%
Q4 2016$7,658,000
+36.1%
63,287
+24.5%
3.14%
+34.5%
Q3 2016$5,626,000
+13.8%
50,839
+8.3%
2.34%
+9.1%
Q2 2016$4,942,000
+10.4%
46,929
+6.8%
2.14%
+8.0%
Q1 2016$4,477,000
+1.9%
43,947
-1.2%
1.98%
-0.5%
Q4 2015$4,393,000
+16.0%
44,476
+13.7%
1.99%
+12.3%
Q3 2015$3,788,000
+63.2%
39,115
+81.7%
1.78%
+69.7%
Q2 2015$2,321,000
+51.9%
21,532
+54.2%
1.05%
+47.5%
Q1 2015$1,528,00013,9640.71%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 780,201$124,434,25718.47%
University of Maryland Foundation, Inc. 91,176$14,54217.40%
25 LLC 171,990$27,430,71616.73%
Mokosak Advisory Group, LLC 257,464$41,062,81116.70%
Opal Wealth Advisors, LLC 149,263$23,805,95613.93%
TrueWealth Financial Partners 79,980$12,756,03910.49%
Jacobsen Capital Management 113,659$18,127,5169.84%
BHK Investment Advisors, LLC 133,746$21,331,2079.81%
New England Capital Financial Advisors LLC 77,155$12,305,4888.48%
Brooklyn FI, LLC 95,720$15,266,4328.21%
View complete list of VANGUARD INDEX FDS shareholders