Kovitz Investment Group Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 727 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.5%.

Quarter-by-quarter ownership
Kovitz Investment Group Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$433,297
-3.7%
2,717
-0.1%
0.01%
+14.3%
Q2 2023$449,724
+100061.2%
2,719
-3.8%
0.01%
-12.5%
Q1 2023$449
+75.4%
2,827
+75.6%
0.01%
+60.0%
Q4 2022$256
-99.9%
1,610
-33.2%
0.01%
-37.5%
Q3 2022$346,000
-11.5%
2,410
-7.7%
0.01%
-11.1%
Q2 2022$391,000
-31.2%
2,612
-19.2%
0.01%
-18.2%
Q1 2022$568,000
-5.0%
3,231
-23.2%
0.01%
-21.4%
Q4 2021$598,000
+13.3%
4,205
+34.8%
0.01%
+27.3%
Q3 2021$528,000
-13.0%
3,120
-10.7%
0.01%
-8.3%
Q2 2021$607,000
-12.3%
3,495
-16.4%
0.01%
-25.0%
Q1 2021$692,000
+15.7%
4,180
-0.6%
0.02%
+6.7%
Q4 2020$598,000
+21.5%
4,205
-5.4%
0.02%
+7.1%
Q3 2020$492,000
-0.6%
4,447
-3.8%
0.01%
-6.7%
Q2 2020$495,000
-78.0%
4,624
-81.7%
0.02%
-81.5%
Q1 2020$2,249,000
-66.9%
25,321
-48.9%
0.08%
-59.1%
Q4 2019$6,799,000
-4.4%
49,600
-10.1%
0.20%
-12.4%
Q3 2019$7,109,000
-5.7%
55,171
-4.5%
0.23%
-5.0%
Q2 2019$7,538,000
+1.6%
57,746
+0.2%
0.24%
+1.3%
Q1 2019$7,418,00057,6210.24%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
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