O'Brien Wealth Partners LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 769 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 0.48 and the average weighting 0.6%.

Quarter-by-quarter ownership
O'Brien Wealth Partners LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2020$848,000
-54.2%
10,102
-25.7%
0.48%
-64.0%
Q4 2019$1,852,000
-14.9%
13,589
-19.6%
1.32%
-22.6%
Q3 2019$2,177,000
-17.4%
16,896
-15.4%
1.71%
-11.3%
Q2 2019$2,636,000
-16.8%
19,979
-18.8%
1.93%
-13.9%
Q1 2019$3,168,000
+0.6%
24,609
-4.2%
2.24%
+3.8%
Q4 2018$3,150,000
-36.6%
25,677
-27.9%
2.16%
-33.1%
Q3 2018$4,965,000
-30.9%
35,628
-32.6%
3.22%
-39.8%
Q2 2018$7,181,000
-1.8%
52,885
-6.4%
5.36%
+6.4%
Q1 2018$7,315,000
-10.0%
56,523
-7.7%
5.03%
-1.9%
Q4 2017$8,130,000
-1.3%
61,230
-5.0%
5.13%
+19.8%
Q3 2017$8,235,000
+7.3%
64,444
+3.2%
4.28%
+5.7%
Q2 2017$7,673,000
+26.4%
62,428
+26.3%
4.05%
+20.1%
Q1 2017$6,072,000
+62.3%
49,424
+59.9%
3.37%
+50.7%
Q4 2016$3,741,000
+170.9%
30,918
+147.7%
2.24%
+148.1%
Q3 2016$1,381,000
+404.0%
12,480
+379.1%
0.90%
+372.3%
Q2 2016$274,000
+22.9%
2,605
+19.0%
0.19%
+10.4%
Q1 2016$223,000
-34.6%
2,189
-36.6%
0.17%
-48.0%
Q4 2015$341,0003,4530.33%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2019
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 1,150,621$182,672,65226.42%
Mokosak Advisory Group, LLC 240,523$38,188,92816.27%
25 LLC 166,405$25,627,99715.84%
University of Maryland Foundation, Inc. 91,176$14,47515.78%
TrueWealth Financial Partners 75,394$11,969,58410.32%
Arista Wealth Management, LLC 110,127$17,483,7589.54%
BHK Investment Advisors, LLC 134,798$21,400,5929.35%
Jacobsen Capital Management 105,951$16,820,7099.01%
Bishop & Co Investment Management, LLC 121,055$19,218,6898.85%
New England Capital Financial Advisors LLC 73,041$11,596,0458.19%
View complete list of VANGUARD INDEX FDS shareholders