Goelzer Investment Management, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 287 filers reported holding VANGUARD INDEX FDS in Q4 2014. The put-call ratio across all filers is 10.36 and the average weighting 0.6%.

Quarter-by-quarter ownership
Goelzer Investment Management, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$728,232
-3.6%
4,5660.0%0.05%
-20.3%
Q2 2023$755,217
+2.1%
4,566
-2.0%
0.06%0.0%
Q1 2023$739,822
-0.0%
4,6600.0%0.06%
+1.6%
Q4 2022$740,008
+25.6%
4,660
+13.5%
0.06%
+6.8%
Q3 2022$589,000
-4.2%
4,1050.0%0.06%0.0%
Q2 2022$615,000
-15.6%
4,105
-0.9%
0.06%
-6.3%
Q1 2022$729,000
-18.7%
4,141
-17.4%
0.06%
-13.7%
Q4 2021$897,000
+5.7%
5,0140.0%0.07%
-1.4%
Q3 2021$849,000
-79.9%
5,014
-79.4%
0.07%
-78.9%
Q2 2021$4,223,000
-4.6%
24,315
-9.0%
0.35%
-10.0%
Q1 2021$4,425,000
+7.6%
26,717
-7.6%
0.39%
+2.9%
Q4 2020$4,111,000
+13.3%
28,911
-11.9%
0.38%
+12.8%
Q3 2020$3,629,000
+5.0%
32,805
+1.5%
0.34%
+0.9%
Q2 2020$3,456,000
+90.7%
32,324
+58.4%
0.33%
+60.9%
Q1 2020$1,812,000
-32.8%
20,403
+3.7%
0.21%
-10.4%
Q4 2019$2,696,000
-2.5%
19,669
-8.3%
0.23%
-8.7%
Q3 2019$2,764,000
+10.0%
21,452
+11.5%
0.25%
+9.5%
Q2 2019$2,512,000
+0.7%
19,240
-0.7%
0.23%
-2.1%
Q1 2019$2,495,000
+17.9%
19,378
+4.4%
0.24%
-12.9%
Q4 2018$2,117,000
-15.7%
18,559
+3.0%
0.27%
-3.2%
Q3 2018$2,512,000
+7.4%
18,025
+4.7%
0.28%
+2.9%
Q2 2018$2,339,000
+12.3%
17,223
+7.0%
0.27%
+9.2%
Q1 2018$2,083,000
+4.7%
16,094
+7.5%
0.25%
+11.2%
Q4 2017$1,989,000
+7.0%
14,978
+3.0%
0.22%
+2.3%
Q3 2017$1,859,000
+6.2%
14,547
+2.2%
0.22%
+1.9%
Q2 2017$1,750,000
-1.4%
14,234
-1.4%
0.22%
-2.7%
Q1 2017$1,774,000
-3.7%
14,437
-5.2%
0.22%
-7.5%
Q4 2016$1,843,000
+13.3%
15,235
+3.6%
0.24%
+9.1%
Q3 2016$1,627,000
+5.1%
14,699
+0.0%
0.22%
+2.8%
Q2 2016$1,548,000
+3.7%
14,697
+0.3%
0.21%0.0%
Q1 2016$1,493,000
+16.2%
14,655
+12.7%
0.21%
+13.9%
Q4 2015$1,285,000
+9.3%
13,006
+7.2%
0.19%0.0%
Q3 2015$1,176,000
+6.9%
12,138
+19.0%
0.19%
+12.7%
Q2 2015$1,100,000
+6.3%
10,200
+7.9%
0.17%
+6.4%
Q1 2015$1,035,000
+16.0%
9,457
+12.2%
0.16%
+15.6%
Q4 2014$892,000
+26.3%
8,429
+19.1%
0.14%
+15.4%
Q3 2014$706,000
-5.4%
7,0750.0%0.12%
-5.6%
Q2 2014$746,000
+0.9%
7,075
-3.6%
0.12%
-6.1%
Q1 2014$739,000
+3.4%
7,3410.0%0.13%
+1.5%
Q4 2013$715,000
+11.2%
7,341
+3.1%
0.13%
-0.8%
Q3 2013$643,000
-43.5%
7,122
-47.7%
0.13%
+8.3%
Q2 2013$1,139,000
+104.1%
13,610
+100.5%
0.12%0.0%
Q1 2013$558,0006,7890.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2014
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