CAPTRUST FINANCIAL ADVISORS - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 965 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 1.29 and the average weighting 0.7%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$32,148,492
+29.8%
201,571
+34.6%
0.12%
+25.5%
Q2 2023$24,768,321
-9.9%
149,748
-13.5%
0.10%
-19.0%
Q1 2023$27,492,773
-29.6%
173,172
-29.6%
0.12%
-38.6%
Q4 2022$39,050,968
+52.6%
245,913
+37.8%
0.20%
+32.2%
Q3 2022$25,594,000
-51.2%
178,482
-49.1%
0.15%
-56.0%
Q2 2022$52,498,000
+2.2%
350,407
+20.0%
0.34%
+1.8%
Q1 2022$51,388,000
-4.7%
292,080
-3.1%
0.33%
-10.0%
Q4 2021$53,933,000
+135.6%
301,556
+122.9%
0.37%
+94.7%
Q3 2021$22,896,000
+45.2%
135,273
+49.0%
0.19%
+29.3%
Q2 2021$15,767,000
+16.8%
90,795
+11.4%
0.15%
+0.7%
Q1 2021$13,502,000
+216.0%
81,527
+171.3%
0.15%
+156.1%
Q4 2020$4,273,000
+207.4%
30,048
+141.9%
0.06%
+147.8%
Q3 2020$1,390,000
-26.4%
12,420
-30.5%
0.02%
-25.8%
Q2 2020$1,888,000
+1.8%
17,879
-19.8%
0.03%
-24.4%
Q1 2020$1,854,000
-50.4%
22,290
-18.3%
0.04%
-30.5%
Q4 2019$3,736,000
+0.6%
27,294
-5.3%
0.06%
-54.6%
Q3 2019$3,715,000
+17.6%
28,834
+19.8%
0.13%
+11.1%
Q2 2019$3,159,000
+17.7%
24,060
+15.9%
0.12%
+7.3%
Q1 2019$2,684,000
-5.6%
20,756
-16.7%
0.11%
-28.8%
Q4 2018$2,843,000
+24.3%
24,930
+52.7%
0.15%
+50.0%
Q3 2018$2,287,000
+267.1%
16,322
+256.0%
0.10%
+191.4%
Q2 2018$623,000
+8.7%
4,585
+1.1%
0.04%0.0%
Q1 2018$573,000
-8.9%
4,536
-4.2%
0.04%
-7.9%
Q4 2017$629,000
-43.7%
4,736
-45.7%
0.04%
-19.1%
Q3 2017$1,118,000
+122.3%
8,719
+113.6%
0.05%
-25.4%
Q2 2017$503,000
+11.8%
4,082
+11.5%
0.06%
+37.0%
Q1 2017$450,000
+28.6%
3,660
+26.5%
0.05%
+43.8%
Q4 2016$350,000
+1844.4%
2,894
+1563.2%
0.03%
+1500.0%
Q3 2016$18,000
-93.1%
174
-93.0%
0.00%
-93.1%
Q2 2016$260,000
-5.5%
2,469
-8.4%
0.03%0.0%
Q1 2016$275,000
-52.7%
2,695
-54.3%
0.03%
-53.2%
Q4 2015$582,000
+20.7%
5,893
+18.4%
0.06%
-4.6%
Q3 2015$482,000
+78.5%
4,979
+99.0%
0.06%
+54.8%
Q2 2015$270,000
-99.9%
2,502
-1.8%
0.04%
-17.6%
Q1 2015$278,862,000
+105130.9%
2,549
+1.9%
0.05%0.0%
Q4 2014$265,000
+55.9%
2,502
+55.5%
0.05%
+30.8%
Q2 2014$170,000
-3.4%
1,609
-8.0%
0.04%
+8.3%
Q1 2014$176,000
+97.8%
1,749
+92.2%
0.04%
+140.0%
Q4 2013$89,000
+67.9%
910
+53.7%
0.02%
+7.1%
Q3 2013$53,000
+71.0%
592
+62.2%
0.01%
+40.0%
Q2 2013$31,0003650.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
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