Institute for Wealth Management, LLC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$848,764
-3.6%
5,3220.0%0.15%
+3.4%
Q2 2023$880,215
+4.6%
5,322
+0.4%
0.15%
-8.1%
Q1 2023$841,703
-18.1%
5,302
-18.1%
0.16%
-25.5%
Q4 2022$1,027,394
+6.9%
6,470
-3.5%
0.22%0.0%
Q3 2022$961,000
-35.5%
6,704
-32.7%
0.22%
-26.3%
Q2 2022$1,491,000
+37.3%
9,954
+61.2%
0.29%
+66.5%
Q1 2022$1,086,000
-1.5%
6,174
+0.1%
0.18%
-2.2%
Q4 2021$1,103,000
-16.1%
6,165
-20.6%
0.18%
-22.1%
Q3 2021$1,314,000
-6.3%
7,764
-3.9%
0.23%
-6.1%
Q2 2021$1,402,000
+2.2%
8,075
-2.5%
0.25%
-5.7%
Q1 2021$1,372,000
+57.5%
8,284
+35.2%
0.26%
+50.9%
Q4 2020$871,000
+147.4%
6,128
+92.5%
0.17%
+116.2%
Q3 2020$352,000
+133.1%
3,184
+188.7%
0.08%
+135.3%
Q4 2019$151,000
-24.5%
1,103
-28.1%
0.03%
-22.7%
Q2 2019$200,000
-20.0%
1,534
-21.0%
0.04%
-18.5%
Q1 2019$250,000
-71.7%
1,943
-71.3%
0.05%
-79.2%
Q1 2018$883,000
-5.9%
6,769
-4.2%
0.26%
+19.8%
Q4 2017$938,000
-2.4%
7,068
-6.0%
0.22%
-30.4%
Q3 2017$961,000
-23.5%
7,519
-26.4%
0.31%
-9.8%
Q2 2017$1,257,000
-13.8%
10,220
-30.8%
0.35%
-84.1%
Q4 2015$1,458,000
-1.6%
14,761
-3.5%
2.18%
-22.6%
Q3 2015$1,481,000
+868.0%
15,292
+956.1%
2.81%
+2031.1%
Q2 2014$153,000
+3.4%
1,448
-1.3%
0.13%
+3.9%
Q1 2014$148,000
+25.4%
1,467
+20.9%
0.13%
+49.4%
Q4 2013$118,000
+51.3%
1,213
+40.2%
0.08%
+57.4%
Q3 2013$78,0008650.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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