NewEdge Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 684 filers reported holding VANGUARD INDEX FDS in Q3 2019. The put-call ratio across all filers is 0.67 and the average weighting 0.5%.

Quarter-by-quarter ownership
NewEdge Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$21,140,217
+3.1%
132,549
+6.9%
0.23%0.0%
Q2 2023$20,502,627
+16.8%
123,958
+12.0%
0.23%
+5.9%
Q1 2023$17,550,864
+63.9%
110,694
-1.1%
0.22%
-24.2%
Q4 2022$10,707,255
-16.5%
111,962
+25.2%
0.29%
+37.0%
Q3 2022$12,820,000
+5.4%
89,398
+10.1%
0.21%
+4.5%
Q2 2022$12,164,000
-16.1%
81,197
-1.5%
0.20%
-13.3%
Q1 2022$14,504,000
+2.8%
82,439
+4.5%
0.23%
+9.4%
Q4 2021$14,108,000
+74.5%
78,881
+65.1%
0.21%
+6.5%
Q3 2021$8,087,000
+9.4%
47,781
+12.3%
0.20%
+1.5%
Q2 2021$7,392,000
+12.5%
42,566
+7.3%
0.20%
+0.5%
Q1 2021$6,569,000
+18.9%
39,663
+2.1%
0.20%
+8.3%
Q4 2020$5,525,000
+30.1%
38,853
+1.2%
0.18%
+22.3%
Q3 2020$4,246,000
+7.1%
38,387
+3.5%
0.15%
-4.5%
Q2 2020$3,965,000
+127.6%
37,085
+89.0%
0.16%
+84.5%
Q1 2020$1,742,000
-40.3%
19,619
-7.9%
0.08%
-27.6%
Q4 2019$2,918,000
+3.5%
21,294
-2.7%
0.12%
-7.2%
Q3 2019$2,820,000
+234.9%
21,879
+239.1%
0.12%
+140.4%
Q2 2019$842,000
+3.8%
6,452
+2.4%
0.05%0.0%
Q1 2019$811,000
-15.3%
6,299
-24.9%
0.05%
-16.1%
Q4 2018$957,000
+23.0%
8,386
+50.2%
0.06%
+3.3%
Q3 2018$778,000
+27.3%
5,584
+24.3%
0.06%
+7.1%
Q2 2018$611,000
+27.8%
4,492
+18.9%
0.06%
+1.8%
Q1 2018$478,000
+40.6%
3,778
+49.9%
0.06%
+19.6%
Q4 2017$340,000
-99.7%
2,521
+184.5%
0.05%
+142.1%
Q2 2017$108,446,0008860.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2019
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