Wealthcare Advisory Partners LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,347 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.20 and the average weighting 0.7%.

Quarter-by-quarter ownership
Wealthcare Advisory Partners LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$3,108,947
-10.3%
17,033
-5.8%
0.10%
-14.9%
Q1 2024$3,467,836
+97.5%
18,073
+85.3%
0.11%
+62.9%
Q4 2023$1,755,757
+48.2%
9,756
+31.3%
0.07%
+29.6%
Q3 2023$1,184,822
+1.2%
7,429
+4.9%
0.05%
+3.8%
Q2 2023$1,171,017
-11.2%
7,080
-14.8%
0.05%
-8.8%
Q1 2023$1,319,390
+14.9%
8,311
+14.9%
0.06%
+3.6%
Q4 2022$1,148,366
-5.0%
7,232
-14.2%
0.06%
-20.3%
Q3 2022$1,209,000
+82.6%
8,428
+90.7%
0.07%
+72.5%
Q2 2022$662,000
-9.8%
4,420
+6.0%
0.04%
-11.1%
Q1 2022$734,000
-22.4%
4,170
-21.2%
0.04%
-21.1%
Q4 2021$946,000
+20.4%
5,289
+13.9%
0.06%
+11.8%
Q3 2021$786,000
+6.2%
4,643
+8.9%
0.05%
+2.0%
Q2 2021$740,000
+8.3%
4,264
+3.4%
0.05%
+2.0%
Q1 2021$683,000
+31.3%
4,122
+12.8%
0.05%
+6.5%
Q4 2020$520,000
+333.3%
3,654
+171.5%
0.05%
+155.6%
Q1 2020$120,000
-10.4%
1,346
+37.6%
0.02%
+5.9%
Q4 2019$134,000
+50.6%
978
+41.7%
0.02%
+30.8%
Q3 2019$89,000
-1.1%
690
+0.1%
0.01%
-7.1%
Q2 2019$90,000
+55.2%
689
+53.1%
0.01%
+40.0%
Q1 2019$58,000
+1.8%
450
-10.0%
0.01%
-9.1%
Q4 2018$57,000
-47.2%
500
-35.5%
0.01%
-45.0%
Q3 2018$108,000
+2.9%
7750.0%0.02%
-4.8%
Q2 2018$105,000
+854.5%
775
+770.8%
0.02%
+950.0%
Q1 2018$11,000
-80.0%
89
-78.4%
0.00%
-85.7%
Q4 2017$55,000
+400.0%
412
+368.2%
0.01%
+366.7%
Q3 2017$11,000880.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 1,148,489$182,380,07525.64%
Mokosak Advisory Group, LLC 242,614$38,599,07617.26%
University of Maryland Foundation, Inc. 91,176$14,47916.47%
Arista Wealth Management, LLC 140,084$22,239,69914.04%
TrueWealth Financial Partners 69,953$11,108,51310.77%
BHK Investment Advisors, LLC 104,379$16,575,3549.32%
Bishop & Co Investment Management, LLC 120,701$19,1679.31%
Efficient Advisors, LLC 572,185$90,862,9139.24%
Jacobsen Capital Management 102,696$16,3088.69%
New England Capital Financial Advisors LLC 72,972$12,182,0028.64%
View complete list of VANGUARD INDEX FDS shareholders