TCI Wealth Advisors, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,165 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.

Quarter-by-quarter ownership
TCI Wealth Advisors, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$455,678
-16.0%
2,857
-12.9%
0.06%
-15.9%
Q2 2023$542,527
+11.2%
3,280
+6.7%
0.07%
+9.5%
Q1 2023$487,884
-0.0%
3,0730.0%0.06%
-7.4%
Q4 2022$488,007
+6.3%
3,073
-4.0%
0.07%
-8.1%
Q3 2022$459,000
-6.1%
3,201
-2.0%
0.07%
-1.3%
Q2 2022$489,000
-14.8%
3,265
+0.1%
0.08%
-12.8%
Q1 2022$574,000
-1.0%
3,263
+0.6%
0.09%0.0%
Q4 2021$580,000
-7.3%
3,242
-12.3%
0.09%
-10.4%
Q3 2021$626,000
+14.0%
3,696
+16.8%
0.10%
+3.2%
Q2 2021$549,000
+10.9%
3,164
+5.9%
0.09%
-55.7%
Q1 2021$495,000
-5.0%
2,988
-18.4%
0.21%
-9.9%
Q4 2020$521,000
+24.3%
3,662
-3.2%
0.23%
+40.4%
Q3 2020$419,000
-8.1%
3,784
-11.2%
0.17%
-14.9%
Q2 2020$456,000
+3.6%
4,262
-14.0%
0.20%
-10.1%
Q1 2020$440,000
-24.4%
4,957
+16.7%
0.22%
-4.0%
Q4 2019$582,000
+1.2%
4,249
-4.7%
0.23%
-11.4%
Q3 2019$575,000
-3.2%
4,460
-1.9%
0.26%
-4.9%
Q2 2019$594,000
-3.3%
4,548
-4.7%
0.27%
-0.7%
Q1 2019$614,000
+10.2%
4,770
-2.4%
0.27%0.0%
Q4 2018$557,000
-20.8%
4,885
-3.1%
0.27%
-8.2%
Q3 2018$703,000
+7.3%
5,043
+4.5%
0.29%
+1.0%
Q2 2018$655,000
-10.9%
4,827
-15.0%
0.29%
-14.4%
Q1 2018$735,000
-11.1%
5,682
-8.8%
0.34%
-6.3%
Q4 2017$827,000
+17.6%
6,229
+13.2%
0.36%
+5.5%
Q3 2017$703,000
+3.8%
5,504
-0.1%
0.34%
-0.6%
Q2 2017$677,000
-0.4%
5,508
-0.5%
0.35%
-2.5%
Q1 2017$680,000
-3.4%
5,535
-4.9%
0.36%
-3.8%
Q4 2016$704,000
-15.7%
5,822
-22.9%
0.37%
-18.7%
Q3 2016$835,000
-2.0%
7,549
-6.7%
0.45%
-4.0%
Q2 2016$852,000
+5.7%
8,090
+2.2%
0.47%
+5.8%
Q1 2016$806,000
+9.1%
7,915
+5.8%
0.45%
+8.5%
Q4 2015$739,000
-16.0%
7,484
-17.7%
0.41%
-22.3%
Q3 2015$880,000
+9.7%
9,091
+22.3%
0.53%
+15.5%
Q2 2015$802,000
+22.1%
7,436
+23.8%
0.46%
+11.4%
Q1 2015$657,000
+5.1%
6,006
+1.7%
0.41%
+6.5%
Q4 2014$625,000
+2.0%
5,905
-4.0%
0.39%
+0.3%
Q3 2014$613,000
+2.5%
6,150
+8.4%
0.39%
+7.2%
Q2 2014$598,000
-11.9%
5,671
-16.0%
0.36%
-18.7%
Q1 2014$679,000
+18.7%
6,749
+14.9%
0.44%
+23.4%
Q4 2013$572,000
+25.7%
5,876
+16.6%
0.36%
+3.8%
Q3 2013$455,000
+7.8%
5,0380.0%0.35%
+8.1%
Q2 2013$422,000
-0.7%
5,038
-2.7%
0.32%
-31.5%
Q1 2013$425,000
-11.6%
5,176
-21.9%
0.47%
-19.9%
Q4 2012$481,0006,6270.58%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
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