Trilogy Capital Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 727 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.5%.

Quarter-by-quarter ownership
Trilogy Capital Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$639,895
-7.0%
4,012
+0.0%
0.04%
-2.3%
Q2 2023$688,386
+6.9%
4,010
-1.1%
0.04%
-4.3%
Q1 2023$643,968
-2.0%
4,056
-2.0%
0.05%
-2.1%
Q4 2022$657,423
+0.4%
4,140
-9.3%
0.05%
-20.3%
Q3 2022$655,000
-27.9%
4,566
-24.8%
0.06%
-25.3%
Q2 2022$909,000
-96.1%
6,068
-95.4%
0.08%
-95.3%
Q1 2022$23,361,000
+6.3%
132,778
+8.1%
1.68%
+1.8%
Q4 2021$21,975,000
+12.0%
122,869
+6.0%
1.65%
+10.4%
Q3 2021$19,619,000
-4.0%
115,912
-1.3%
1.49%
-0.6%
Q2 2021$20,426,000
-1.4%
117,494
-6.1%
1.50%
-5.2%
Q1 2021$20,725,000
+14.7%
125,141
-1.5%
1.58%
+7.2%
Q4 2020$18,064,000
+18.0%
127,025
-8.2%
1.48%
+0.9%
Q3 2020$15,310,000
+4.4%
138,386
+1.8%
1.46%
+1.0%
Q2 2020$14,659,000
+10.1%
135,908
-0.6%
1.45%
-1.6%
Q1 2020$13,315,000
-18.0%
136,737
+14.2%
1.47%
-7.5%
Q4 2019$16,247,000
+2.1%
119,704
-5.0%
1.59%
-6.0%
Q3 2019$15,913,000
-8.4%
125,976
-5.5%
1.70%
-11.6%
Q2 2019$17,372,000
-2.8%
133,243
-4.0%
1.92%
-9.9%
Q1 2019$17,869,000
-4.5%
138,812
-15.4%
2.13%
-15.5%
Q4 2018$18,716,000
-20.7%
164,093
-3.1%
2.52%
-13.8%
Q3 2018$23,594,000
+4.9%
169,306
+2.2%
2.92%
-3.5%
Q2 2018$22,490,000
+10.9%
165,624
+5.7%
3.03%
+2.9%
Q1 2018$20,284,000
+4.2%
156,734
+6.9%
2.94%
-7.1%
Q4 2017$19,461,000146,5683.16%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
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