Whitegate Investment Counselors, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,194 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.89 and the average weighting 0.7%.

Quarter-by-quarter ownership
Whitegate Investment Counselors, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$8,157,328
-2.2%
51,146
+1.5%
2.73%
-0.2%
Q2 2023$8,337,331
+0.3%
50,407
-3.7%
2.74%
+2.0%
Q1 2023$8,309,758
+107400.1%
52,342
+7.5%
2.68%
+1.7%
Q4 2022$7,730
-99.9%
48,676
+10.6%
2.64%
+10.4%
Q3 2022$6,310,000
-0.9%
44,001
+3.6%
2.39%
+2.6%
Q2 2022$6,366,000
-11.7%
42,489
+3.7%
2.33%
+4.5%
Q1 2022$7,211,000
+8.3%
40,983
+10.1%
2.23%
+13.7%
Q4 2021$6,657,000
+7.1%
37,220
+1.4%
1.96%
+122.1%
Q3 2021$6,215,000
+11.2%
36,721
+14.1%
0.88%
+11.4%
Q2 2021$5,590,000
+16.2%
32,191
+10.8%
0.79%
+8.0%
Q1 2021$4,810,000
+21.8%
29,045
+4.6%
0.73%
+14.5%
Q4 2020$3,950,000
+43.2%
27,777
+11.4%
0.64%
+27.2%
Q3 2020$2,759,000
-13.8%
24,936
-16.7%
0.50%
-21.4%
Q2 2020$3,199,000
+0.3%
29,918
-16.7%
0.64%
-17.3%
Q1 2020$3,190,000
-28.4%
35,921
+10.4%
0.77%
-4.3%
Q4 2019$4,458,000
+8.2%
32,526
+1.7%
0.81%
+0.1%
Q3 2019$4,119,000
+4.0%
31,969
+5.3%
0.81%
+1.5%
Q2 2019$3,961,000
+2.1%
30,346
+0.7%
0.80%
-0.9%
Q1 2019$3,880,000
+21.2%
30,144
+7.4%
0.80%
+8.5%
Q4 2018$3,202,000
-15.8%
28,077
+2.8%
0.74%
-4.6%
Q3 2018$3,805,000
+2.9%
27,303
+0.3%
0.78%
+2.8%
Q2 2018$3,697,000
+5.2%
27,228
+0.3%
0.76%
+0.8%
Q1 2018$3,514,000
-1.0%
27,149
+1.5%
0.75%
+1.1%
Q4 2017$3,550,000
-1.7%
26,735
-5.4%
0.74%
-7.0%
Q3 2017$3,612,000
+6.7%
28,264
+2.6%
0.80%
+4.2%
Q2 2017$3,384,000
+0.8%
27,536
+0.8%
0.76%
-5.1%
Q1 2017$3,357,000
+14.7%
27,326
+13.0%
0.81%
+2.9%
Q4 2016$2,926,000
+4.7%
24,182
-4.2%
0.78%
+3.2%
Q3 2016$2,794,000
+5.4%
25,252
+0.3%
0.76%
+3.1%
Q2 2016$2,651,000
+5.4%
25,174
+1.9%
0.74%
+6.7%
Q1 2014$2,516,00024,6960.69%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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