Pointe Capital Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,129 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.

Quarter-by-quarter ownership
Pointe Capital Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
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 Q1 2022
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