Intercontinental Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 678 filers reported holding VANGUARD INDEX FDS in Q2 2019. The put-call ratio across all filers is 0.19 and the average weighting 0.6%.

Quarter-by-quarter ownership
Intercontinental Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$969,906
+3.7%
5,864
-0.5%
0.23%
-2.9%
Q1 2023$935,573
-0.0%
5,8930.0%0.24%
-14.0%
Q4 2022$935,808
+10.7%
5,8930.0%0.28%
+4.9%
Q3 2022$845,000
-4.3%
5,8930.0%0.26%
+10.9%
Q2 2022$883,000
-27.0%
5,893
-14.3%
0.24%
-13.1%
Q1 2022$1,209,000
-1.6%
6,8730.0%0.28%
+6.2%
Q4 2021$1,229,000
+5.7%
6,8730.0%0.26%
-4.4%
Q3 2021$1,163,000
-25.0%
6,873
-23.0%
0.27%
-11.7%
Q2 2021$1,550,000
+4.9%
8,9230.0%0.31%
-4.7%
Q1 2021$1,478,000
-18.3%
8,923
-29.8%
0.32%
-26.0%
Q4 2020$1,808,000
+28.6%
12,7130.0%0.44%
+5.6%
Q3 2020$1,406,000
+38.2%
12,713
+33.6%
0.41%
+24.5%
Q2 2020$1,017,000
+19.8%
9,513
-0.5%
0.33%
-26.3%
Q1 2020$849,000
-34.9%
9,559
+0.7%
0.45%
-58.7%
Q4 2019$1,304,000
+6.6%
9,4940.0%1.09%
+44.5%
Q3 2019$1,223,000
-1.3%
9,4940.0%0.75%
+17.5%
Q2 2019$1,239,000
+13.4%
9,494
+11.8%
0.64%
+18.1%
Q1 2019$1,093,000
+11.2%
8,494
-1.5%
0.54%
-1.3%
Q4 2018$983,000
-18.2%
8,6220.0%0.55%
-8.8%
Q3 2018$1,202,000
+2.6%
8,6220.0%0.60%
-7.5%
Q2 2018$1,171,000
+4.6%
8,622
-0.4%
0.65%
+0.3%
Q1 2018$1,120,000
-2.5%
8,6540.0%0.65%
+0.8%
Q4 2017$1,149,000
-3.0%
8,654
-6.7%
0.64%
-10.9%
Q3 2017$1,185,000
+9.8%
9,276
+5.6%
0.72%
+4.3%
Q2 2017$1,079,000
+7.4%
8,782
+7.4%
0.69%
+14.9%
Q1 2017$1,005,000
+7.6%
8,176
+5.9%
0.60%0.0%
Q4 2016$934,000
+9.4%
7,7190.0%0.60%
-1.0%
Q3 2016$854,000
+4.8%
7,719
-0.2%
0.61%
+1.3%
Q2 2016$815,000
+3.4%
7,7380.0%0.60%
+1.3%
Q1 2016$788,000
+3.1%
7,7380.0%0.59%
+13.0%
Q4 2015$764,0007,7380.52%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2019
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