Colorado Capital Management, Inc. - 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
Colorado Capital Management, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2022$179,000
-14.8%
1,1950.0%0.14%
-4.0%
Q1 2022$210,000
-2.3%
1,1950.0%0.15%
+4.9%
Q4 2021$215,000
+6.4%
1,1950.0%0.14%
+0.7%
Q3 2021$202,000
-5.2%
1,195
-2.8%
0.14%0.0%
Q2 2021$213,000
+4.9%
1,2300.0%0.14%
-1.4%
Q1 2021$203,000
-15.1%
1,230
-26.7%
0.14%
-16.7%
Q4 2020$239,000
+21.9%
1,678
-8.9%
0.17%
+1.8%
Q2 2020$196,000
+20.2%
1,8420.0%0.17%
+13.2%
Q1 2020$163,000
-62.4%
1,842
-41.9%
0.15%
-51.3%
Q4 2019$434,000
+4.3%
3,170
-2.0%
0.31%
-0.6%
Q3 2019$416,000
-6.1%
3,234
-4.7%
0.31%
-5.2%
Q2 2019$443,000
-8.3%
3,395
-9.6%
0.33%
-9.4%
Q1 2019$483,000
+4.1%
3,755
-7.8%
0.36%
-6.4%
Q4 2018$464,000
-18.2%
4,0730.0%0.39%
-4.9%
Q3 2018$567,000
+2.3%
4,073
-0.2%
0.41%
+8.8%
Q2 2018$554,000
+5.1%
4,080
+0.2%
0.38%
+6.2%
Q1 2018$527,0004,0730.35%
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