Pointe Capital Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 446 filers reported holding VANGUARD INDEX FDS in Q4 2016. The put-call ratio across all filers is 1.96 and the average weighting 0.7%.

Quarter-by-quarter ownership
Pointe Capital Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$477,655
-4.9%
2,6170.0%0.30%
-3.6%
Q1 2024$502,150
+6.6%
2,6170.0%0.31%
-6.1%
Q4 2023$470,981
+12.8%
2,6170.0%0.33%
+6.2%
Q3 2023$417,385
+0.3%
2,617
+4.0%
0.31%
-1.9%
Q2 2023$416,312
-20.2%
2,517
-23.4%
0.31%
-16.3%
Q1 2023$521,844
+99870.1%
3,2870.0%0.38%
-6.5%
Q4 2022$522
-99.9%
3,287
-6.8%
0.40%
-0.7%
Q3 2022$506,000
-4.2%
3,5270.0%0.40%
+2.5%
Q2 2022$528,000
-14.8%
3,5270.0%0.39%
-0.5%
Q1 2022$620,000
-2.7%
3,527
-1.0%
0.40%
+2.1%
Q4 2021$637,000
-1.8%
3,562
-7.2%
0.39%
-13.8%
Q3 2021$649,000
+9.3%
3,837
+12.2%
0.45%
+7.7%
Q2 2021$594,000
-100.0%
3,420
-74.7%
0.42%
-55.2%
Q4 2016$1,632,979,00013,4950.93%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2016
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 1,148,489$182,380,07525.64%
Mokosak Advisory Group, LLC 242,614$38,599,07617.26%
University of Maryland Foundation, Inc. 91,176$14,47916.47%
Arista Wealth Management, LLC 140,084$22,239,69914.04%
TrueWealth Financial Partners 69,953$11,108,51310.77%
BHK Investment Advisors, LLC 104,379$16,575,3549.32%
Bishop & Co Investment Management, LLC 120,701$19,1679.31%
Efficient Advisors, LLC 572,185$90,862,9139.24%
Jacobsen Capital Management 102,696$16,3088.69%
New England Capital Financial Advisors LLC 72,972$12,182,0028.64%
View complete list of VANGUARD INDEX FDS shareholders