Allworth Financial LP - 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
Allworth Financial LP ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$109,017,744
-3.9%
683,540
-0.4%
0.93%
-2.9%
Q2 2023$113,492,277
+49.5%
686,168
+43.5%
0.96%
+26.2%
Q1 2023$75,936,615
-44.3%
478,311
-44.3%
0.76%
-49.5%
Q4 2022$136,350,727
+15.7%
858,632
+4.5%
1.51%
+1.5%
Q3 2022$117,821,000
-1.3%
821,626
+3.1%
1.49%
-9.0%
Q2 2022$119,425,000
-12.5%
797,125
+2.7%
1.64%
-6.1%
Q1 2022$136,501,000
+5.6%
775,839
+7.3%
1.74%
-5.0%
Q4 2021$129,272,000
+28.2%
722,796
+21.3%
1.83%
+9.0%
Q3 2021$100,831,000
-2.8%
595,714
-0.3%
1.68%
-12.3%
Q2 2021$103,734,000
+1.9%
597,340
-2.8%
1.92%
-8.3%
Q1 2021$101,798,000
+13.1%
614,683
-2.9%
2.09%
-11.4%
Q4 2020$89,994,000
-21.1%
632,824
-38.6%
2.36%
-31.3%
Q3 2020$114,100,000
-9.8%
1,031,364
-12.8%
3.44%
-11.9%
Q2 2020$126,513,000
+20.3%
1,183,246
-0.1%
3.90%
+11.7%
Q1 2020$105,141,000
+1968.5%
1,184,017
+3093.1%
3.49%
+1852.0%
Q4 2019$5,083,000
+173.3%
37,081
+156.8%
0.18%
+152.1%
Q3 2019$1,860,000
+21.6%
14,438
+23.2%
0.07%
+18.3%
Q2 2019$1,530,000
+11.6%
11,721
+10.0%
0.06%
+1.7%
Q1 2019$1,371,000
-39.1%
10,651
-46.0%
0.06%
-46.8%
Q4 2018$2,250,000
-2.6%
19,728
+19.0%
0.11%
+5.7%
Q3 2018$2,310,000
+13.6%
16,578
+10.7%
0.10%
+8.2%
Q2 2018$2,034,000
+6.8%
14,978
+1.8%
0.10%
-34.0%
Q1 2018$1,905,000
-4.7%
14,716
-2.2%
0.15%
-5.8%
Q4 2017$1,998,000
+1.6%
15,050
-2.2%
0.16%
-3.7%
Q3 2017$1,966,000
+34.8%
15,382
+29.7%
0.16%
+25.6%
Q2 2017$1,458,000
+170.5%
11,861
+170.4%
0.13%
+152.9%
Q1 2017$539,000
-4.9%
4,386
-6.4%
0.05%
-10.5%
Q4 2016$567,000
+6.6%
4,684
-2.6%
0.06%
+1.8%
Q3 2016$532,000
+72.7%
4,810
+64.3%
0.06%
+60.0%
Q2 2016$308,000
-70.2%
2,928
-71.2%
0.04%
-72.9%
Q1 2016$1,035,000
+6.5%
10,157
+3.2%
0.13%
-26.7%
Q4 2015$972,000
+3.6%
9,843
+1.6%
0.18%
-47.3%
Q3 2015$938,000
-2.5%
9,686
+8.5%
0.33%
-2.6%
Q2 2015$962,000
-1.5%
8,9260.0%0.34%
-5.5%
Q1 2015$977,000
+411.5%
8,926
+394.0%
0.36%
+404.2%
Q4 2014$191,000
-13.6%
1,807
-13.6%
0.07%
-28.0%
Q2 2014$221,000
+1.4%
2,091
-3.6%
0.10%
+5.3%
Q1 2014$218,000
-5.2%
2,168
-8.3%
0.10%
-16.7%
Q4 2013$230,000
+9.0%
2,363
+0.9%
0.11%
+4.6%
Q3 2013$211,0002,3430.11%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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