ARGI Investment Services, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 341 filers reported holding VANGUARD INDEX FDS in Q1 2016. The put-call ratio across all filers is 3.88 and the average weighting 0.6%.

Quarter-by-quarter ownership
ARGI Investment Services, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2022$21,546
-99.9%
135,680
-3.4%
0.69%
-2.0%
Q3 2022$20,143,000
-5.9%
140,464
-1.7%
0.70%
-1.3%
Q2 2022$21,417,000
-52.9%
142,954
-44.7%
0.71%
-48.1%
Q1 2022$45,472,000
+5.7%
258,451
+7.5%
1.37%
+9.0%
Q4 2021$43,011,000
+9.0%
240,487
+3.2%
1.26%
+0.5%
Q3 2021$39,449,000
-0.4%
233,069
+2.2%
1.25%
-2.8%
Q2 2021$39,597,000
+6.2%
228,014
+1.3%
1.29%
-3.1%
Q1 2021$37,277,000
+14.7%
225,090
-1.5%
1.33%
+5.1%
Q4 2020$32,498,000
+35.3%
228,522
+5.2%
1.26%
+17.4%
Q3 2020$24,022,000
+4.6%
217,135
+1.1%
1.08%
-2.3%
Q2 2020$22,955,000
+7.5%
214,690
-10.7%
1.10%
-8.2%
Q1 2020$21,348,000
-18.2%
240,401
+24.7%
1.20%
-0.7%
Q4 2019$26,094,000
+8.6%
192,845
+3.4%
1.21%
-2.2%
Q3 2019$24,028,000
+10.4%
186,480
+11.9%
1.24%
+5.6%
Q2 2019$21,758,000
+3.1%
166,673
+1.7%
1.17%
-2.7%
Q1 2019$21,104,000
+13.0%
163,939
+0.1%
1.20%
+0.7%
Q4 2018$18,682,000
-19.4%
163,788
-1.5%
1.19%
-13.9%
Q3 2018$23,182,000
+2.3%
166,349
-0.6%
1.39%
-3.1%
Q2 2018$22,663,000
+7.9%
167,383
+3.0%
1.43%
+5.9%
Q1 2018$21,000,000
+1.9%
162,453
+4.4%
1.35%
-1.1%
Q4 2017$20,615,000
-5.5%
155,597
-9.1%
1.37%
-8.9%
Q3 2017$21,804,000
+21.6%
171,161
+17.4%
1.50%
+11.4%
Q2 2017$17,937,000
+5.8%
145,800
+5.7%
1.35%
+0.4%
Q1 2017$16,950,000
+2.1%
137,982
+0.6%
1.34%
-6.4%
Q4 2016$16,602,000
+11.0%
137,203
+1.6%
1.44%
+5.7%
Q3 2016$14,951,000
+9.9%
135,104
+2.7%
1.36%
-0.4%
Q2 2016$13,607,000
+4.9%
131,515
+3.3%
1.36%
+1.9%
Q1 2016$12,977,000
+60.5%
127,371
+55.6%
1.34%
+50.3%
Q4 2015$8,087,000
+9.3%
81,882
+7.3%
0.89%
+6.3%
Q3 2015$7,396,000
-2.6%
76,335
+8.4%
0.84%
+1.5%
Q2 2015$7,590,000
+5.8%
70,400
+7.3%
0.83%
+3.4%
Q1 2015$7,175,000
+19.0%
65,585
+15.0%
0.80%
+9.3%
Q4 2014$6,031,000
+15.1%
57,024
+8.6%
0.73%
+5.6%
Q3 2014$5,239,000
+0.8%
52,527
+6.6%
0.69%
-4.9%
Q2 2014$5,197,000
+24.9%
49,264
+19.2%
0.73%
+10.3%
Q1 2014$4,160,000
+50.6%
41,340
+45.7%
0.66%
+38.9%
Q4 2013$2,762,000
+9.1%
28,371
+1.1%
0.48%
+0.4%
Q3 2013$2,532,000
+16.0%
28,057
+7.6%
0.47%
+5.6%
Q2 2013$2,182,00026,0690.45%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2016
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