EP Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 296 filers reported holding VANGUARD INDEX FDS in Q1 2015. The put-call ratio across all filers is 0.29 and the average weighting 0.7%.

Quarter-by-quarter ownership
EP Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,525,149
-13.7%
28,373
-93.4%
0.07%
-7.9%
Q2 2023$5,243,350
-85.4%
431,432
+160.2%
0.08%
-87.7%
Q1 2023$35,888,990
+179.4%
165,838
+105.0%
0.62%
+167.1%
Q4 2022$12,844,757
+8.2%
80,886
-2.3%
0.23%
-14.1%
Q3 2022$11,871,000
+11.1%
82,781
+16.1%
0.27%
+11.6%
Q2 2022$10,681,000
+19.0%
71,294
+39.8%
0.24%
+22.3%
Q1 2022$8,973,000
+7.6%
50,998
+9.4%
0.20%0.0%
Q4 2021$8,337,000
+7.5%
46,614
+4.4%
0.20%
-8.4%
Q2 2021$7,757,000
-1.3%
44,667
-5.9%
0.22%
-14.0%
Q1 2021$7,862,000
+32.2%
47,474
+13.5%
0.25%
+19.6%
Q4 2020$5,946,000
+117.2%
41,811
+69.0%
0.21%
+77.1%
Q3 2020$2,738,000
-49.9%
24,746
-51.6%
0.12%
-49.6%
Q2 2020$5,470,000
+12.6%
51,163
-6.5%
0.23%
-1.7%
Q1 2020$4,858,000
-27.3%
54,711
+12.3%
0.24%
-13.5%
Q4 2019$6,681,000
+3112.0%
48,739
+2961.5%
0.28%
+2015.4%
Q2 2019$208,000
-7.6%
1,592
-8.9%
0.01%
-40.9%
Q1 2019$225,000
+5.1%
1,747
-6.9%
0.02%
+29.4%
Q4 2018$214,000
-36.3%
1,877
-22.2%
0.02%
-34.6%
Q3 2018$336,000
-67.2%
2,412
-76.7%
0.03%
-84.9%
Q4 2015$1,025,000
-99.6%
10,373
+325.1%
0.17%
+244.0%
Q1 2015$266,936,000
+122347.7%
2,440
+18.2%
0.05%
+38.9%
Q4 2014$218,0002,0650.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2015
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