Capital Asset Advisory Services LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,116 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$39,000
-2.5%
273
+2.2%
0.01%
+25.0%
Q2 2022$40,000
-16.7%
267
-1.8%
0.00%
-20.0%
Q1 2022$48,0000.0%272
+0.4%
0.01%0.0%
Q4 2021$48,000
+4.3%
271
+0.4%
0.01%0.0%
Q3 2021$46,000
-2.1%
2700.0%0.01%0.0%
Q2 2021$47,000
+104.3%
270
+95.7%
0.01%
+66.7%
Q1 2021$23,000
+15.0%
1380.0%0.00%
-25.0%
Q4 2020$20,000
+33.3%
138
+0.7%
0.00%
+33.3%
Q3 2020$15,000
-11.8%
137
-2.8%
0.00%
-25.0%
Q2 2020$17,000
-88.1%
141
-91.0%
0.00%
-89.5%
Q1 2020$143,000
-96.3%
1,573
-94.4%
0.04%
-95.8%
Q4 2019$3,876,000
+41.5%
28,313
+33.2%
0.91%
-50.1%
Q3 2019$2,739,000
+70.8%
21,257
+73.0%
1.82%
+47.6%
Q2 2019$1,604,000
-22.3%
12,289
-23.4%
1.24%
-53.7%
Q1 2019$2,065,000
-19.0%
16,039
-28.3%
2.67%
+9.6%
Q4 2018$2,550,000
-18.2%
22,356
-0.0%
2.44%
-7.2%
Q3 2018$3,116,000
+5.5%
22,360
+2.8%
2.63%
-1.3%
Q2 2018$2,953,000
+14.3%
21,745
+8.9%
2.66%
+11.3%
Q1 2018$2,584,000
+2.1%
19,968
+4.8%
2.39%
+4.1%
Q4 2017$2,531,000
-10.2%
19,060
-13.6%
2.30%
-10.1%
Q3 2017$2,819,000
-15.5%
22,061
-18.8%
2.56%
+19.2%
Q2 2017$3,338,00027,1702.14%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 780,201$124,434,25718.47%
University of Maryland Foundation, Inc. 91,176$14,54217.40%
25 LLC 171,990$27,430,71616.73%
Mokosak Advisory Group, LLC 257,464$41,062,81116.70%
Opal Wealth Advisors, LLC 149,263$23,805,95613.93%
TrueWealth Financial Partners 79,980$12,756,03910.49%
Jacobsen Capital Management 113,659$18,127,5169.84%
BHK Investment Advisors, LLC 133,746$21,331,2079.81%
New England Capital Financial Advisors LLC 77,155$12,305,4888.48%
Brooklyn FI, LLC 95,720$15,266,4328.21%
View complete list of VANGUARD INDEX FDS shareholders