Relative Value Partners Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,186 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.59 and the average weighting 0.8%.

Quarter-by-quarter ownership
Relative Value Partners Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$12,466,023
-28.8%
78,162
-26.2%
0.84%
-26.1%
Q2 2023$17,515,885
-46.7%
105,900
-48.9%
1.13%
+0.8%
Q1 2023$32,893,508
+116.7%
207,190
+116.8%
1.12%
+5.1%
Q4 2022$15,179,569
+14.3%
95,589
+3.2%
1.07%
-1.8%
Q3 2022$13,278,000
-6.1%
92,596
+7.0%
1.09%
+2.5%
Q2 2022$14,146,000
+22.9%
86,548
+32.3%
1.06%
+32.9%
Q1 2022$11,508,000
+6.3%
65,410
+8.1%
0.80%
+4.0%
Q4 2021$10,824,000
+32.9%
60,521
+25.8%
0.77%
+25.9%
Q3 2021$8,143,000
+42.3%
48,108
+46.0%
0.61%
+37.1%
Q2 2021$5,722,000
+63.0%
32,948
+55.4%
0.44%
+48.3%
Q1 2021$3,511,000
+112.3%
21,203
+82.3%
0.30%
+91.1%
Q4 2020$1,654,000
+143.2%
11,628
+89.2%
0.16%
+124.3%
Q3 2020$680,000
+5.6%
6,146
+2.0%
0.07%
+2.9%
Q2 2020$644,000
+27.8%
6,027
+6.1%
0.07%
+15.3%
Q1 2020$504,000
+101.6%
5,678
+211.8%
0.06%
+145.8%
Q4 2019$250,000
+27.6%
1,821
+30.1%
0.02%
+9.1%
Q3 2018$196,0001,4000.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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