Baltimore-Washington Financial Advisors, Inc. - 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
Baltimore-Washington Financial Advisors, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$8,288,394
-2.2%
51,968
+1.4%
0.67%
-0.6%
Q2 2023$8,472,845
-0.8%
51,226
-4.7%
0.68%
-10.2%
Q1 2023$8,537,587
-5.0%
53,777
-5.0%
0.75%
-14.4%
Q4 2022$8,990,667
-46.1%
56,617
-49.2%
0.88%
-37.2%
Q3 2022$16,671,000
+105.3%
111,399
+105.5%
1.40%
+61.1%
Q2 2022$8,120,000
+54.1%
54,202
+71.0%
0.87%
+69.1%
Q1 2022$5,268,000
-37.0%
31,706
-32.2%
0.51%
-24.0%
Q4 2021$8,368,000
+10.6%
46,792
+4.6%
0.68%
+1.5%
Q3 2021$7,569,000
+37.4%
44,718
+41.0%
0.67%
+30.1%
Q2 2021$5,507,000
+4.9%
31,711
+0.0%
0.51%
-4.3%
Q1 2021$5,250,000
+15.2%
31,703
-1.1%
0.54%
+7.6%
Q4 2020$4,557,000
+27.9%
32,046
-0.5%
0.50%
+7.8%
Q3 2020$3,562,000
-20.7%
32,197
-23.4%
0.46%
-25.4%
Q2 2020$4,491,000
+20.0%
42,010
-0.3%
0.62%
-8.3%
Q1 2020$3,741,000
-35.6%
42,135
-0.7%
0.67%
-21.1%
Q4 2019$5,813,000
+2.0%
42,411
-4.1%
0.85%
-8.8%
Q3 2019$5,699,000
-5.9%
44,229
-4.6%
0.94%
-8.1%
Q2 2019$6,054,000
-0.1%
46,379
-1.4%
1.02%
-3.9%
Q1 2019$6,058,000
+13.6%
47,061
+0.6%
1.06%
-3.9%
Q4 2018$5,334,000
-20.4%
46,765
-2.7%
1.10%
-9.0%
Q3 2018$6,699,000
+7.5%
48,076
+4.7%
1.21%
-2.0%
Q2 2018$6,234,000
+5.4%
45,913
+0.4%
1.24%
-4.3%
Q1 2018$5,917,000
-2.4%
45,724
+0.1%
1.29%
+1.4%
Q4 2017$6,064,000
+5.1%
45,675
+1.2%
1.27%
-2.7%
Q3 2017$5,768,000
+4.8%
45,139
+0.8%
1.31%
-1.0%
Q2 2017$5,505,000
+6.4%
44,786
+6.3%
1.32%
+0.5%
Q1 2017$5,175,000
+15.5%
42,122
+13.7%
1.32%
+7.3%
Q4 2016$4,481,000
+25.2%
37,034
+14.5%
1.23%
+20.4%
Q3 2016$3,579,000
+22.9%
32,338
+16.9%
1.02%
+17.7%
Q2 2016$2,912,000
+6.2%
27,654
+2.7%
0.87%
+4.1%
Q1 2016$2,743,000
-0.1%
26,926
-3.0%
0.83%
-3.1%
Q4 2015$2,746,000
-7.3%
27,768
-9.2%
0.86%
-8.6%
Q3 2015$2,962,000
-12.4%
30,586
-2.5%
0.94%
-6.6%
Q2 2015$3,383,000
-1.7%
31,386
-0.3%
1.01%
+0.4%
Q1 2015$3,443,000
+7.2%
31,471
+3.6%
1.00%
+4.9%
Q4 2014$3,213,000
+10.2%
30,373
+3.9%
0.96%
+2.1%
Q3 2014$2,915,000
-5.0%
29,222
+0.5%
0.94%
-2.0%
Q2 2014$3,068,000
+12.1%
29,079
+7.0%
0.95%
+2.1%
Q1 2014$2,736,000
+13.9%
27,184
+10.1%
0.93%
+15.0%
Q4 2013$2,403,00024,6820.81%
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