Patriot Financial Group Insurance Agency, 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
Patriot Financial Group Insurance Agency, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2022$99,000
-15.4%
661
-0.3%
0.02%
-4.8%
Q1 2022$117,000
+42.7%
663
+44.4%
0.02%
+50.0%
Q4 2021$82,000
-22.6%
459
-26.4%
0.01%
-26.3%
Q3 2021$106,000
-56.0%
624
-55.1%
0.02%
-56.8%
Q2 2021$241,000
-33.2%
1,389
-36.2%
0.04%
-47.0%
Q1 2021$361,000
+59.7%
2,177
+36.9%
0.08%
+45.6%
Q4 2020$226,000
+33.7%
1,590
+3.9%
0.06%
+3.6%
Q3 2020$169,000
+1.2%
1,531
-1.8%
0.06%
-14.1%
Q2 2020$167,000
-32.9%
1,559
-44.4%
0.06%
-43.9%
Q1 2020$249,000
-23.4%
2,805
+18.4%
0.11%
-6.6%
Q4 2019$325,000
+19.5%
2,370
+12.3%
0.12%0.0%
Q3 2019$272,000
+1.5%
2,110
+2.6%
0.12%
+5.2%
Q2 2019$268,000
+42.6%
2,056
+40.4%
0.12%
+20.8%
Q1 2019$188,000
+17.5%
1,464
+4.4%
0.10%
-8.6%
Q4 2018$160,000
-19.2%
1,402
-1.3%
0.10%
-11.0%
Q3 2018$198,000
+15.1%
1,421
+12.1%
0.12%
-35.9%
Q2 2018$172,000
-10.4%
1,268
-16.6%
0.18%
+29.6%
Q1 2018$192,000
+16.4%
1,520
+22.3%
0.14%
+15.4%
Q4 2017$165,000
+12.2%
1,243
+8.5%
0.12%
-6.1%
Q3 2017$147,000
+7.3%
1,146
+2.1%
0.13%
-8.4%
Q2 2017$137,000
-1.4%
1,122
-2.9%
0.14%
-2.1%
Q1 2017$139,000
-19.7%
1,156
-19.1%
0.15%
-38.4%
Q4 2016$173,0001,4290.24%
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