Polaris Wealth Advisory Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 244 filers reported holding VANGUARD INDEX FDS in Q1 2014. The put-call ratio across all filers is 0.34 and the average weighting 0.6%.

Quarter-by-quarter ownership
Polaris Wealth Advisory Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,615,641
-7.4%
28,940
-4.0%
0.35%
-7.1%
Q2 2023$4,987,141
+6731.7%
30,152
+5632.3%
0.38%
+7460.0%
Q3 2018$73,000
+62.2%
526
+50.7%
0.01%
+25.0%
Q2 2018$45,0000.0%3490.0%0.00%0.0%
Q1 2018$45,000
-32.8%
349
-47.3%
0.00%
-75.0%
Q1 2014$67,000
-13.0%
662
-15.8%
0.02%
-15.8%
Q4 2013$77,000
-99.9%
786
-42.2%
0.02%
-50.0%
Q3 2013$122,817,000
+51.1%
1,361
+40.2%
0.04%
+15.2%
Q2 2013$81,273,0009710.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2014
NameSharesValueWeighting ↓
Mokosak Advisory Group, LLC 174,181$22,452,00014.83%
Zhang Financial LLC 234,102$30,150,00012.74%
Efficient Advisors, LLC 325,688$41,965,0007.67%
Polianta Ltd 87,100$11,222,0007.13%
Bishop & Co Investment Management, LLC 74,512$9,601,0006.98%
Wealth Architects, LLC 172,552$22,233,0006.77%
NewFocus Financial Group, LLC 115,330$14,860,0006.52%
BHK Investment Advisors, LLC 82,886$10,680,0006.17%
INSPIRION WEALTH ADVISORS, LLC 106,210$13,685,0005.99%
Hardy Reed LLC 113,164$14,581,0005.82%
View complete list of VANGUARD INDEX FDS shareholders