NewFocus Financial Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 675 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.44 and the average weighting 0.6%.

Quarter-by-quarter ownership
NewFocus Financial Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2020$904,000
+25.9%
6,354
-2.0%
0.27%
+11.3%
Q3 2020$718,000
-4.4%
6,486
-7.7%
0.24%
-11.2%
Q2 2020$751,000
-85.9%
7,028
-88.3%
0.27%
-89.0%
Q1 2020$5,313,000
-66.3%
59,828
-48.0%
2.45%
-60.1%
Q4 2019$15,761,000
+6.1%
114,985
-0.3%
6.15%
-5.6%
Q3 2019$14,860,000
-3.9%
115,330
-2.7%
6.52%
-9.0%
Q2 2019$15,470,000
+5.6%
118,511
+4.1%
7.16%
-2.0%
Q1 2019$14,649,000
+126.8%
113,797
+100.9%
7.31%
+91.6%
Q4 2018$6,460,000
+24.9%
56,637
+52.6%
3.81%
+36.5%
Q3 2018$5,171,000
+1.8%
37,103
-0.8%
2.79%
-8.7%
Q2 2018$5,079,000
+6.6%
37,402
+1.6%
3.06%
+2.2%
Q1 2018$4,764,000
-3.2%
36,813
-0.7%
2.99%
-0.2%
Q4 2017$4,921,000
+3.8%
37,062
-0.1%
3.00%
-2.6%
Q3 2017$4,741,000
+3.9%
37,098
-0.1%
3.08%
+19.4%
Q2 2017$4,565,000
-6.5%
37,138
-6.5%
2.58%
-14.4%
Q1 2017$4,882,000
+1.3%
39,739
-0.2%
3.01%
-7.3%
Q4 2016$4,820,000
-39.3%
39,835
-44.5%
3.25%
-43.6%
Q3 2016$7,946,000
+7.6%
71,804
+2.4%
5.76%
+5.5%
Q2 2016$7,382,000
-34.0%
70,100
-29.5%
5.46%
-33.4%
Q1 2016$11,191,000
+18.6%
99,398
+13.0%
8.19%
+24.8%
Q4 2015$9,436,000
-4.0%
87,986
-6.0%
6.56%
-13.1%
Q3 2015$9,826,000
+75.1%
93,581
+79.8%
7.55%
+108.8%
Q2 2015$5,612,000
+1.6%
52,050
+3.1%
3.62%
+5.1%
Q1 2015$5,522,000
+1353.2%
50,477
+1306.4%
3.44%
+1214.1%
Q4 2014$380,0003,5890.26%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2019
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