Telos Capital Management, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 694 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.22 and the average weighting 0.6%.

Quarter-by-quarter ownership
Telos Capital Management, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$1,881,232
-7.1%
10,307
-2.3%
0.21%
-8.3%
Q1 2024$2,024,715
+5.0%
10,552
-1.5%
0.23%
-3.0%
Q4 2023$1,928,578
+9.8%
10,716
-2.7%
0.24%
-3.7%
Q3 2023$1,755,986
-6.3%
11,010
-2.8%
0.24%
-2.4%
Q2 2023$1,873,081
+2.3%
11,325
-1.8%
0.25%
-2.3%
Q1 2023$1,831,088
+39.4%
11,534
+39.5%
0.26%
+34.0%
Q4 2022$1,313,334
+14.3%
8,270
+3.2%
0.19%
+1.1%
Q3 2022$1,149,000
-3.1%
8,011
+1.2%
0.19%
+4.4%
Q2 2022$1,186,000
-17.8%
7,918
-3.4%
0.18%
-3.2%
Q1 2022$1,442,000
+0.6%
8,194
+2.3%
0.19%
+4.5%
Q4 2021$1,433,000
+5.8%
8,013
+0.2%
0.18%
-3.2%
Q3 2021$1,354,000
-2.4%
7,999
+0.1%
0.18%
+0.5%
Q2 2021$1,388,000
+5.7%
7,991
+0.8%
0.18%
-2.6%
Q1 2021$1,313,000
+11.0%
7,928
-4.7%
0.19%
+5.0%
Q4 2020$1,183,000
+31.2%
8,316
+2.0%
0.18%
+14.6%
Q3 2020$902,000
-3.1%
8,153
-6.4%
0.16%
-12.8%
Q2 2020$931,000
+18.4%
8,709
-1.6%
0.18%
-7.7%
Q1 2020$786,000
-34.9%
8,848
+0.5%
0.20%
-29.1%
Q4 2019$1,207,000
+7.6%
8,807
+1.2%
0.28%
-10.4%
Q3 2019$1,122,000
+0.8%
8,702
+2.1%
0.31%
-5.8%
Q2 2019$1,113,000
+5.8%
8,527
+4.4%
0.33%
-0.6%
Q1 2019$1,052,000
+16.2%
8,166
+2.8%
0.33%
-2.1%
Q4 2018$905,000
+0.6%
7,940
+22.9%
0.34%
+16.3%
Q3 2018$900,000
-3.5%
6,460
-6.0%
0.29%
-10.3%
Q2 2018$933,000
+7.1%
6,870
+2.0%
0.32%
+3.5%
Q1 2018$871,000
-2.0%
6,732
+0.6%
0.31%
-1.3%
Q4 2017$889,000
+8.9%
6,692
+4.9%
0.31%
-0.3%
Q3 2017$816,000
+11.5%
6,381
+7.1%
0.32%
+7.9%
Q2 2017$732,000
-0.7%
5,956
-0.7%
0.29%
-4.9%
Q1 2017$737,000
-0.7%
5,999
-2.1%
0.31%
-7.0%
Q4 2016$742,000
+10.1%
6,130
+0.6%
0.33%
+5.1%
Q3 2016$674,000
+8.0%
6,095
+2.9%
0.31%
+3.0%
Q2 2016$624,000
+4.9%
5,924
+1.4%
0.30%
-2.2%
Q1 2016$595,000
+25.3%
5,844
+21.5%
0.31%
+21.9%
Q4 2015$475,000
+6.5%
4,810
+4.5%
0.26%
-6.2%
Q3 2015$446,000
-5.5%
4,605
+5.1%
0.27%
+5.0%
Q2 2015$472,000
-5.6%
4,380
-4.2%
0.26%
-11.0%
Q1 2015$500,000
+9.4%
4,570
+5.8%
0.29%
+4.7%
Q4 2014$457,000
+13.7%
4,320
+7.2%
0.28%
+11.6%
Q3 2014$402,000
+3.9%
4,030
+10.0%
0.25%
+4.6%
Q2 2014$387,000
+12.5%
3,665
+7.2%
0.24%
-0.8%
Q1 2014$344,000
-2.5%
3,420
-5.8%
0.24%
-6.9%
Q4 2013$353,000
+2.6%
3,630
-4.7%
0.26%
-7.2%
Q3 2013$344,000
+8.2%
3,810
+0.1%
0.28%0.0%
Q2 2013$318,0003,8050.28%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2020
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