CapWealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 698 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.82 and the average weighting 0.6%.

Quarter-by-quarter ownership
CapWealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2020$3,944,000
+41.2%
34,376
+68.7%
0.31%
-11.4%
Q4 2019$2,793,000
+4.7%
20,376
-1.6%
0.35%
-1.1%
Q3 2019$2,668,000
-4.3%
20,707
-3.0%
0.36%
-11.0%
Q2 2019$2,787,000
+1.6%
21,350
+0.2%
0.40%
-5.2%
Q1 2019$2,744,000
+20.0%
21,313
+6.3%
0.42%
+4.7%
Q4 2018$2,287,000
+85.6%
20,052
+126.7%
0.40%
+99.0%
Q3 2018$1,232,000
+133.8%
8,844
+127.9%
0.20%
+114.9%
Q2 2018$527,000
+20.3%
3,881
+14.8%
0.09%
+10.6%
Q1 2018$438,000
+35.6%
3,382
+38.8%
0.08%
+46.6%
Q4 2017$323,0002,4360.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2020
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