Capital Advisors, Ltd. LLC - 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
Capital Advisors, Ltd. LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$295
-3.6%
1,8520.0%0.04%
-2.2%
Q2 2023$306
+4.1%
1,8520.0%0.05%
-4.2%
Q1 2023$2940.0%1,8520.0%0.05%
-5.9%
Q4 2022$294
-99.9%
1,8520.0%0.05%
-1.9%
Q3 2022$266,000
-4.0%
1,8520.0%0.05%0.0%
Q2 2022$277,000
-15.0%
1,8520.0%0.05%
-3.7%
Q1 2022$326,000
-1.5%
1,8520.0%0.05%
+1.9%
Q4 2021$331,000
+5.8%
1,8520.0%0.05%
-5.4%
Q3 2021$313,000
-2.8%
1,8520.0%0.06%
-3.4%
Q2 2021$322,000
+4.9%
1,8520.0%0.06%
+3.6%
Q1 2021$307,000
+24.3%
1,852
+6.8%
0.06%
+1.8%
Q4 2020$247,000
+30.0%
1,734
+1.1%
0.06%
+17.0%
Q3 2020$190,000
+4.4%
1,715
+0.8%
0.05%
-2.1%
Q2 2020$182,000
+30.0%
1,701
+8.3%
0.05%
+9.1%
Q1 2020$140,000
-35.5%
1,571
-0.6%
0.04%
-20.0%
Q4 2019$217,000
+13.0%
1,581
+2.3%
0.06%
+3.8%
Q3 2019$192,000
-6.8%
1,545
-2.3%
0.05%
-8.6%
Q2 2019$206,000
+37.3%
1,581
+35.6%
0.06%
+41.5%
Q1 2019$150,000
+4.2%
1,166
-7.5%
0.04%
-2.4%
Q4 2018$144,000
-11.1%
1,261
+8.1%
0.04%
-8.7%
Q3 2018$162,000
+2.5%
1,1660.0%0.05%
-6.1%
Q2 2018$158,000
+4.6%
1,1660.0%0.05%0.0%
Q1 2018$151,000
-5.6%
1,166
-3.1%
0.05%
-7.5%
Q4 2017$160,000
+3.9%
1,2030.0%0.05%
-1.9%
Q3 2017$154,000
+4.1%
1,2030.0%0.05%0.0%
Q2 2017$148,0000.0%1,2030.0%0.05%
-5.3%
Q1 2017$148,000
+1.4%
1,2030.0%0.06%
-5.0%
Q4 2016$146,000
+9.8%
1,2030.0%0.06%
+3.4%
Q3 2016$133,000
+4.7%
1,2030.0%0.06%
-3.3%
Q2 2016$127,000
+6.7%
1,203
+3.2%
0.06%
+1.7%
Q1 2016$119,000
+3.5%
1,1660.0%0.06%
-1.7%
Q4 2015$115,000
+1.8%
1,1660.0%0.06%
-3.2%
Q3 2015$113,000
-10.3%
1,1660.0%0.06%
-4.6%
Q2 2015$126,000
-1.6%
1,1660.0%0.06%
-1.5%
Q1 2015$128,000
+4.1%
1,1660.0%0.07%
-1.5%
Q4 2014$123,000
-15.2%
1,166
-20.0%
0.07%
-18.3%
Q3 2014$145,000
-5.8%
1,4570.0%0.08%
-4.7%
Q2 2014$154,000
+4.8%
1,4570.0%0.09%0.0%
Q1 2014$147,000
+3.5%
1,4570.0%0.09%
-8.5%
Q4 2013$142,0001,4570.09%
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