Wealthspire Advisors, L.P. - 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
Wealthspire Advisors, L.P. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2020$869,000
+26.3%
7,856
+22.2%
0.03%
-36.7%
Q2 2020$688,000
+68.6%
6,431
+40.1%
0.05%
+36.1%
Q1 2020$408,000
-35.6%
4,591
-0.8%
0.04%
-16.3%
Q4 2019$634,000
+1.4%
4,629
-4.5%
0.04%
-6.5%
Q3 2019$625,000
-1.1%
4,848
+0.1%
0.05%
-2.1%
Q2 2019$632,000
+1.4%
4,845
+0.2%
0.05%0.0%
Q1 2019$623,000
+5.1%
4,836
-7.0%
0.05%
-11.3%
Q4 2018$593,000
-17.8%
5,201
+0.6%
0.05%
-10.2%
Q3 2018$721,000
+2.7%
5,1710.0%0.06%
-7.8%
Q2 2018$702,000
+0.1%
5,171
-4.5%
0.06%
-3.0%
Q1 2018$701,000
-2.2%
5,416
+0.4%
0.07%
-5.7%
Q4 2017$717,000
-15.7%
5,397
-19.0%
0.07%
-24.7%
Q3 2017$851,000
+0.5%
6,662
-3.3%
0.09%
-7.0%
Q2 2017$847,000
+3.0%
6,889
+3.0%
0.10%
-14.5%
Q1 2017$822,000
-6.4%
6,690
-7.8%
0.12%
-10.7%
Q4 2016$878,000
-4.3%
7,259
-12.4%
0.13%
-8.4%
Q3 2016$917,000
+3.6%
8,290
-1.4%
0.14%
-2.7%
Q2 2016$885,000
+3.4%
8,408
+0.1%
0.15%
-2.6%
Q1 2016$856,000
+4.9%
8,402
+1.7%
0.15%
-0.7%
Q4 2015$816,0008,2620.15%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
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