Diversified Portfolios, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.

Quarter-by-quarter ownership
Diversified Portfolios, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,421,165
+6.7%
21,451
+10.7%
0.64%
+0.3%
Q2 2023$3,205,229
+186.0%
19,379
+174.5%
0.64%
+158.2%
Q1 2023$1,120,762
+11.3%
7,059
+11.3%
0.25%
+7.8%
Q4 2022$1,007,268
+40.1%
6,343
+26.5%
0.23%
+19.7%
Q3 2022$719,000
+6.4%
5,014
+11.1%
0.19%
+2.7%
Q2 2022$676,000
-42.9%
4,515
-32.9%
0.19%
-33.8%
Q1 2022$1,184,000
+52.2%
6,732
+54.7%
0.28%
+51.9%
Q4 2021$778,000
+14.7%
4,352
+8.7%
0.19%
-0.5%
Q3 2021$678,000
+0.6%
4,005
+3.2%
0.19%
-26.0%
Q2 2021$674,000
+20.8%
3,879
+15.1%
0.25%
+38.0%
Q1 2021$558,000
+16.5%
3,371
+0.1%
0.18%
+7.6%
Q4 2020$479,000
+37.6%
3,367
+7.1%
0.17%
+14.0%
Q3 2020$348,000
+13.0%
3,145
+9.1%
0.15%
+2.0%
Q2 2020$308,000
+23.7%
2,883
+2.9%
0.15%
+6.5%
Q1 2020$249,000
-37.9%
2,803
-4.1%
0.14%
-27.4%
Q4 2019$401,000
+35.9%
2,924
+27.5%
0.19%
+27.5%
Q3 2019$295,000
-1.3%
2,2930.0%0.15%
-9.1%
Q2 2019$299,000
+1.4%
2,293
+0.2%
0.16%0.0%
Q1 2019$295,000
+13.0%
2,2890.0%0.16%
+1.2%
Q4 2018$261,000
-16.1%
2,289
+2.5%
0.16%
-5.8%
Q3 2018$311,000
+3.7%
2,234
+0.9%
0.17%
+0.6%
Q2 2018$300,000
-4.8%
2,213
-9.2%
0.17%
-5.5%
Q1 2018$315,000
+1.6%
2,437
+4.3%
0.18%
+7.1%
Q4 2017$310,000
+3.7%
2,337
-0.3%
0.17%
-0.6%
Q3 2017$299,000
+1.4%
2,344
-2.3%
0.17%
-2.9%
Q2 2017$295,000
+2.4%
2,400
+2.4%
0.18%
+0.6%
Q1 2017$288,000
+1.8%
2,344
+0.3%
0.17%
-0.6%
Q4 2016$283,000
+9.3%
2,3370.0%0.18%
+8.0%
Q3 2016$259,000
+5.7%
2,337
+0.3%
0.16%
+5.9%
Q2 2016$245,000
+3.4%
2,3310.0%0.15%
+2.7%
Q1 2016$237,000
+3.0%
2,3310.0%0.15%
+1.4%
Q4 2015$230,000
+1.8%
2,3310.0%0.15%
-2.0%
Q3 2015$226,000
-8.5%
2,3310.0%0.15%
-3.8%
Q2 2015$247,000
-3.1%
2,3310.0%0.16%
-3.1%
Q1 2015$255,000
+3.2%
2,3310.0%0.16%
+9.5%
Q4 2014$247,0002,3310.15%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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