Cornerstone Advisory, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 975 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.6%.

Quarter-by-quarter ownership
Cornerstone Advisory, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,702,458
-7.4%
29,484
-4.0%
0.82%
-7.8%
Q2 2023$5,080,298
-5.1%
30,715
-9.0%
0.89%
-7.5%
Q1 2023$5,355,918
-2.8%
33,736
-2.7%
0.96%
-11.1%
Q4 2022$5,508,145
-23.4%
34,686
-30.8%
1.08%
-32.4%
Q3 2022$7,192,000
-5.3%
50,159
-1.1%
1.61%
-7.6%
Q2 2022$7,597,000
-19.6%
50,707
-5.6%
1.74%
+20.6%
Q1 2022$9,449,000
+391.9%
53,709
+400.0%
1.44%
+422.1%
Q4 2021$1,921,000
+20.4%
10,742
+14.0%
0.28%
+4.5%
Q3 2021$1,595,000
-3.8%
9,421
-1.3%
0.26%
-5.4%
Q2 2021$1,658,000
+21.0%
9,547
+15.4%
0.28%
+7.7%
Q1 2021$1,370,000
-34.0%
8,272
-43.4%
0.26%
-38.3%
Q4 2020$2,077,000
+38.3%
14,608
+7.6%
0.42%
+20.0%
Q3 2020$1,502,000
-10.6%
13,579
-13.6%
0.35%
-20.1%
Q2 2020$1,680,000
-80.1%
15,714
-83.5%
0.44%
-82.9%
Q1 2020$8,434,000
-33.8%
94,969
+2.1%
2.56%
-2.9%
Q4 2019$12,749,000
+3.8%
93,009
-2.4%
2.64%
-0.4%
Q3 2019$12,281,000
+3.8%
95,313
+5.2%
2.65%
+3.4%
Q2 2019$11,827,000
-2.8%
90,603
-4.2%
2.56%
-4.3%
Q1 2019$12,172,000
+30.9%
94,553
+16.0%
2.68%
+9.8%
Q4 2018$9,300,000
-29.6%
81,538
-14.0%
2.44%
-37.7%
Q3 2018$13,210,000
+7.2%
94,789
+4.4%
3.92%
-3.4%
Q2 2018$12,326,000
+14.9%
90,774
+9.5%
4.06%
+4.9%
Q1 2018$10,731,000
+26.6%
82,913
+29.9%
3.86%
+33.0%
Q4 2017$8,477,000
+72.4%
63,840
+65.9%
2.90%
+74.6%
Q3 2017$4,916,000
+113.1%
38,470
+105.0%
1.66%
+115.5%
Q2 2017$2,307,00018,7700.77%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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