ROPES WEALTH ADVISORS LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 678 filers reported holding VANGUARD INDEX FDS in Q2 2019. The put-call ratio across all filers is 0.19 and the average weighting 0.6%.

Quarter-by-quarter ownership
ROPES WEALTH ADVISORS LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$272,088
+12.6%
1,706
+16.8%
0.05%
+32.5%
Q2 2023$241,628
+364.7%
1,461
+299.2%
0.04%
+400.0%
Q4 2020$52,000
+30.0%
3660.0%0.01%0.0%
Q3 2020$40,000
+2.6%
3660.0%0.01%0.0%
Q2 2020$39,000
+457.1%
366
+590.6%
0.01%
+300.0%
Q4 2019$7,000
-98.1%
53
-98.1%
0.00%
-97.4%
Q3 2019$368,000
+2.8%
2,853
+4.0%
0.08%
+2.6%
Q2 2019$358,000
+2.9%
2,742
+1.6%
0.08%
-17.4%
Q1 2019$348,000
+13.0%
2,7000.0%0.09%
+3.4%
Q4 2018$308,000
-18.1%
2,7000.0%0.09%
-4.3%
Q3 2018$376,000
+2.5%
2,7000.0%0.09%
-6.1%
Q2 2018$367,000
+5.2%
2,7000.0%0.10%
+3.1%
Q1 2018$349,000
-2.8%
2,7000.0%0.10%
+2.1%
Q4 2017$359,000
+4.1%
2,7000.0%0.09%0.0%
Q3 2017$345,000
+3.9%
2,7000.0%0.09%0.0%
Q2 2017$332,0000.0%2,7000.0%0.09%
-2.1%
Q1 2017$332,000
+1.5%
2,7000.0%0.10%
-6.8%
Q4 2016$327,000
+9.4%
2,7000.0%0.10%
+2.0%
Q3 2016$299,000
+5.3%
2,7000.0%0.10%
+2.0%
Q2 2016$284,0002,7000.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2019
NameSharesValueWeighting ↓
Mokosak Advisory Group, LLC 174,181$22,452,00014.83%
Zhang Financial LLC 234,102$30,150,00012.74%
Efficient Advisors, LLC 325,688$41,965,0007.67%
Polianta Ltd 87,100$11,222,0007.13%
Bishop & Co Investment Management, LLC 74,512$9,601,0006.98%
Wealth Architects, LLC 172,552$22,233,0006.77%
NewFocus Financial Group, LLC 115,330$14,860,0006.52%
BHK Investment Advisors, LLC 82,886$10,680,0006.17%
INSPIRION WEALTH ADVISORS, LLC 106,210$13,685,0005.99%
Hardy Reed LLC 113,164$14,581,0005.82%
View complete list of VANGUARD INDEX FDS shareholders