Arete Wealth Advisors, LLC - 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
Arete Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$1,011
+24.0%
6,111
+19.0%
0.09%
+34.8%
Q1 2023$815
-100.0%
5,136
-34.1%
0.07%
-38.9%
Q4 2022$1,237,746,432
+77892.8%
7,794
-29.6%
0.11%
-30.3%
Q3 2022$1,587,000
-93.5%
11,065
-93.3%
0.16%
-93.8%
Q2 2022$24,599,000
-9.2%
164,037
+6.5%
2.49%
+9.7%
Q1 2022$27,087,000
+4.7%
153,956
+7.4%
2.27%
+2.9%
Q4 2021$25,869,000
+8.4%
143,402
+1.8%
2.20%
-16.2%
Q3 2021$23,864,000
+0.6%
140,872
+3.1%
2.63%
-20.9%
Q2 2021$23,717,000
+4.7%
136,674
-0.0%
3.33%
+14.9%
Q1 2021$22,651,000
+19.1%
136,724
+2.1%
2.90%
+7.5%
Q4 2020$19,022,000
+28.2%
133,897
+2.5%
2.69%
+20.5%
Q3 2020$14,842,000
+49.1%
130,598
+16.2%
2.24%
+14.1%
Q1 2020$9,957,000
+49.7%
112,358
+131.4%
1.96%
+69.6%
Q4 2019$6,651,000
+562.5%
48,553
+523.0%
1.16%
+501.6%
Q3 2019$1,004,000
-16.6%
7,794
-15.5%
0.19%
-17.9%
Q2 2019$1,204,000
-0.4%
9,221
-1.8%
0.23%
-7.1%
Q1 2019$1,209,000
+23.9%
9,390
+9.7%
0.25%
+6.3%
Q4 2018$976,000
-14.8%
8,557
+4.0%
0.24%
-6.7%
Q3 2018$1,146,000
+0.4%
8,227
-2.1%
0.25%
-6.6%
Q2 2018$1,141,000
+4.4%
8,405
-0.5%
0.27%
-24.9%
Q1 2018$1,093,000
-3.7%
8,450
-1.2%
0.36%
-2.2%
Q4 2017$1,135,000
+18.8%
8,551
+14.4%
0.37%
-2.9%
Q3 2017$955,0007,4740.38%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
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