Capital Analysts, 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 Analysts, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,798
-30.7%
11,276
-31.1%
0.10%
-30.6%
Q2 2023$2,594
-10.6%
16,376
-10.4%
0.14%
-13.3%
Q1 2023$2,901
-4.9%
18,273
-4.9%
0.17%
-10.8%
Q4 2022$3,052
-99.9%
19,221
-8.8%
0.19%
-10.6%
Q3 2022$3,024,000
+12.0%
21,086
+17.0%
0.21%
+10.6%
Q2 2022$2,701,000
+108.7%
18,027
+145.1%
0.19%
+129.3%
Q1 2022$1,294,000
+185.0%
7,355
+190.0%
0.08%
+192.9%
Q4 2021$454,000
+58.7%
2,536
+49.8%
0.03%
+47.4%
Q3 2021$286,000
+793.8%
1,693
+820.1%
0.02%
+850.0%
Q2 2021$32,000
+113.3%
184
+102.2%
0.00%
+100.0%
Q1 2021$15,000
+1400.0%
91
+1720.0%
0.00%
Q4 2020$1,0000.0%5
-54.5%
0.00%
Q3 2020$1,000
-75.0%
11
-70.3%
0.00%
Q2 2020$4,000
+33.3%
37
+15.6%
0.00%
Q1 2020$3,000
-75.0%
32
-63.6%
0.00%
-100.0%
Q4 2019$12,000
-25.0%
88
-32.3%
0.00%
-50.0%
Q3 2019$16,000
+100.0%
130
+103.1%
0.00%
+100.0%
Q2 2019$8,0000.0%640.0%0.00%0.0%
Q1 2019$8,000
+14.3%
64
+12.3%
0.00%0.0%
Q4 2018$7,000
-99.9%
57
-50.0%
0.00%0.0%
Q3 2018$7,951,000
+99287.5%
114
+100.0%
0.00%0.0%
Q2 2018$8,000
+14.3%
570.0%0.00%0.0%
Q1 2018$7,000
-91.2%
57
-90.5%
0.00%
-90.0%
Q4 2017$80,000
-67.9%
602
-69.0%
0.01%
-69.7%
Q3 2017$249,000
-99.9%
1,945
-36.1%
0.03%
-37.7%
Q2 2017$374,128,000
-41.3%
3,043
-41.4%
0.05%
-47.5%
Q1 2017$637,755,000
+79819.2%
5,190
-21.3%
0.10%
-27.9%
Q4 2016$798,000
-99.9%
6,592
-24.6%
0.14%
-23.1%
Q3 2016$967,731,000
-20.3%
8,745
-24.1%
0.18%
-25.4%
Q2 2016$1,214,018,000
-20.1%
11,528
-22.7%
0.24%
-20.0%
Q1 2016$1,518,730,000
-21.1%
14,907
-23.5%
0.30%
-22.0%
Q4 2015$1,923,732,000
-2.0%
19,476
-3.9%
0.39%
+4.3%
Q3 2015$1,962,405,000
-11.8%
20,262
-1.8%
0.38%
-17.6%
Q2 2015$2,225,588,000
-39.5%
20,643
-38.6%
0.46%
-40.6%
Q1 2015$3,676,409,000
+3.5%
33,605
+0.1%
0.77%
-1.8%
Q4 2014$3,550,402,000
+7.3%
33,567
+1.2%
0.78%
+0.4%
Q3 2014$3,309,417,000
-1.1%
33,180
+4.6%
0.78%
-4.8%
Q2 2014$3,346,625,000
+2.7%
31,721
-2.1%
0.82%
-4.3%
Q1 2014$3,259,364,000
+5.6%
32,386
+2.2%
0.85%
+1.5%
Q4 2013$3,086,657,000
+6.6%
31,700
-1.2%
0.84%
-3.1%
Q3 2013$2,894,293,000
+10.0%
32,073
+2.1%
0.87%
+4.3%
Q2 2013$2,629,997,000
+2.5%
31,421
+0.6%
0.83%
-3.5%
Q1 2013$2,566,326,000
+43.2%
31,239
+26.6%
0.86%
+19.3%
Q4 2012$1,792,386,00024,6710.72%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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