CHOREO, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 888 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 2.47 and the average weighting 0.6%.

Quarter-by-quarter ownership
CHOREO, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$150,629,396
-2.3%
944,444
+1.3%
5.33%
+1.3%
Q2 2023$154,184,875
+7.0%
932,194
+2.7%
5.27%
+3.5%
Q1 2023$144,107,195
+0.3%
907,705
+0.3%
5.09%
-28.5%
Q4 2022$143,690,471
+15.2%
904,849
+4.1%
7.11%
-1.1%
Q3 2022$124,697,000
-3.4%
869,571
+1.0%
7.19%
-0.5%
Q2 2022$129,040,000
-17.6%
861,303
-3.3%
7.23%
-8.9%
Q1 2022$156,643,000
+1.1%
890,322
+2.8%
7.93%
+4.9%
Q4 2021$154,903,000
+6.3%
866,108
+0.6%
7.56%
-3.0%
Q3 2021$145,783,000
+1.5%
861,295
+4.1%
7.80%
+0.5%
Q2 2021$143,660,000
+9.4%
827,246
+4.4%
7.76%
-7.4%
Q1 2021$131,283,000
+31.4%
792,723
+12.9%
8.38%
+18.3%
Q4 2020$99,895,000
+78.1%
702,444
+38.5%
7.08%
+51.0%
Q3 2020$56,098,000
+60.9%
507,076
+55.5%
4.69%
+39.0%
Q2 2020$34,865,000
+60.0%
326,084
+32.9%
3.37%
+26.0%
Q1 2020$21,789,000
-16.2%
245,366
+29.4%
2.68%
+3.8%
Q4 2019$25,999,000
+24.0%
189,675
+16.6%
2.58%
+6.6%
Q3 2019$20,961,000
+4.0%
162,681
+5.9%
2.42%
+2.9%
Q2 2019$20,164,000
+8.7%
153,600
+7.1%
2.35%
+3.6%
Q1 2019$18,554,000
+15.9%
143,476
+2.2%
2.27%
-0.7%
Q4 2018$16,007,000
+9.6%
140,334
+34.7%
2.29%
+19.8%
Q3 2018$14,601,000
+11.7%
104,183
+8.3%
1.91%
+9.1%
Q2 2018$13,066,000
-12.7%
96,223
-16.8%
1.75%
-2.0%
Q1 2018$14,974,000
+14.8%
115,704
+17.8%
1.79%
+13.3%
Q4 2017$13,040,000
+22.2%
98,204
+18.2%
1.58%
+12.6%
Q3 2017$10,669,000
+53.3%
83,093
+47.2%
1.40%
+42.7%
Q2 2017$6,961,000
+12.6%
56,448
+12.2%
0.98%
+9.2%
Q1 2017$6,182,000
+38.3%
50,315
+36.2%
0.90%
+26.5%
Q4 2016$4,471,000
+66.1%
36,948
+51.9%
0.71%
+51.4%
Q3 2016$2,691,000
+59.4%
24,316
+51.7%
0.47%
+44.8%
Q2 2016$1,688,000
+408.4%
16,032
+391.6%
0.32%
+383.6%
Q1 2016$332,000
+3.1%
3,261
-0.1%
0.07%
-11.8%
Q4 2015$322,000
-61.3%
3,264
-61.5%
0.08%
-65.1%
Q3 2015$831,000
+16.9%
8,483
+28.7%
0.22%
+22.5%
Q2 2015$711,000
+117.4%
6,593
+120.3%
0.18%
+114.5%
Q1 2015$327,000
-3.5%
2,993
-6.6%
0.08%
-8.8%
Q4 2014$339,000
-2.9%
3,206
-8.5%
0.09%
-10.8%
Q3 2014$349,000
-5.4%
3,5020.0%0.10%
-1.9%
Q2 2014$369,000
+4.8%
3,5020.0%0.10%
+1.0%
Q1 2014$352,0003,5020.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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