BUCKINGHAM STRATEGIC WEALTH, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 888 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 2.47 and the average weighting 0.6%.

Quarter-by-quarter ownership
BUCKINGHAM STRATEGIC WEALTH, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$33,865,624
-0.1%
212,337
+3.6%
0.48%
-0.4%
Q2 2023$33,884,827
+7.7%
204,866
+3.4%
0.48%
-15.7%
Q1 2023$31,468,5180.0%198,1640.0%0.57%0.0%
Q4 2022$31,468,518
+10.7%
198,164
-0.1%
0.57%
-1.5%
Q3 2022$28,436,000
-11.8%
198,296
-7.9%
0.58%
-8.8%
Q2 2022$32,251,000
-8.4%
215,268
+7.6%
0.64%
-8.2%
Q1 2022$35,208,000
+4.8%
200,113
+6.6%
0.69%
+6.9%
Q4 2021$33,582,000
+6.2%
187,768
+0.5%
0.65%
+0.2%
Q3 2021$31,631,000
+4.0%
186,876
+6.7%
0.65%
-11.7%
Q2 2021$30,414,000
+4.3%
175,136
-0.5%
0.73%
-49.0%
Q1 2021$29,163,000
+31.1%
176,093
+12.6%
1.44%
+23.2%
Q4 2020$22,243,000
+33.8%
156,409
+4.1%
1.17%
-8.3%
Q3 2020$16,622,000
+1.1%
150,248
-2.3%
1.27%
-18.7%
Q2 2020$16,447,000
+11.4%
153,826
-7.5%
1.56%
+9.8%
Q1 2020$14,767,000
-32.2%
166,293
+4.7%
1.42%
-31.8%
Q4 2019$21,765,000
+12.9%
158,790
+6.2%
2.09%
-0.0%
Q3 2019$19,273,000
-7.0%
149,581
-5.8%
2.09%
-7.3%
Q2 2019$20,730,000
+8.7%
158,798
+7.2%
2.25%
-6.3%
Q1 2019$19,072,000
-20.4%
148,152
-29.5%
2.40%
-34.3%
Q4 2018$23,958,000
+16.1%
210,046
+41.8%
3.66%
+15.4%
Q3 2018$20,644,000
+3.2%
148,134
+0.5%
3.17%
-2.2%
Q2 2018$20,006,000
+8.7%
147,327
+3.6%
3.24%
-9.6%
Q1 2018$18,398,000
+86.9%
142,161
+91.8%
3.58%
+74.6%
Q4 2017$9,842,000
+2.7%
74,126
-1.2%
2.05%
-10.0%
Q3 2017$9,585,000
-2.0%
75,004
-5.7%
2.28%
-0.7%
Q2 2017$9,778,000
-3.5%
79,554
-3.5%
2.30%
-22.1%
Q1 2017$10,131,000
+1.0%
82,460
-0.5%
2.95%
-8.8%
Q4 2016$10,030,000
+8.1%
82,891
-1.2%
3.23%
+2.9%
Q3 2016$9,281,000
+4.9%
83,865
-0.2%
3.14%
+4.3%
Q2 2016$8,851,000
+59.4%
84,050
+54.2%
3.01%
+63.9%
Q1 2016$5,552,000
+5.9%
54,491
+2.6%
1.84%
+4.5%
Q4 2015$5,245,000
-1.3%
53,104
-3.2%
1.76%
-6.2%
Q3 2015$5,314,000
-11.0%
54,868
-1.0%
1.87%
-4.3%
Q2 2015$5,972,000
-0.8%
55,397
+0.7%
1.96%
-13.6%
Q1 2015$6,019,000
+3.5%
55,022
+0.1%
2.26%
+0.7%
Q4 2014$5,816,000
+7.1%
54,988
+1.0%
2.25%
+0.4%
Q3 2014$5,432,000
-6.7%
54,461
-1.3%
2.24%
-11.8%
Q2 2014$5,819,000
+2.4%
55,158
-2.3%
2.54%
-3.5%
Q1 2014$5,683,000
+1.2%
56,467
-2.1%
2.63%
-0.6%
Q4 2013$5,615,000
+5.4%
57,662
-2.3%
2.65%
-6.2%
Q3 2013$5,325,000
+4.0%
59,007
-3.5%
2.82%
-2.3%
Q2 2013$5,119,00061,1572.89%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 1,428,976$255,570,00024.79%
Mokosak Advisory Group, LLC 248,745$44,482,00017.06%
TrueWealth Financial Partners 63,776$11,406,00011.15%
Titan Capital Management, LLC /TX 59,009$10,554,0009.44%
Bishop & Co Investment Management, LLC 125,118$22,377,0009.25%
BHK Investment Advisors, LLC 128,961$23,065,0009.10%
Family CFO Inc 51,187$9,155,0008.84%
Center for Financial Planning, Inc. 230,096$41,153,0008.43%
ASPIRIANT, LLC 856,412$153,157,0008.19%
Merriman Wealth Management, LLC 1,150,291$202,529,0007.99%
View complete list of VANGUARD INDEX FDS shareholders