Steward Partners Investment Advisory, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 888 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 2.47 and the average weighting 0.6%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$8,585,120
+7.1%
53,829
+11.0%
0.13%
+10.0%
Q2 2023$8,018,779
-23.6%
48,481
-26.6%
0.12%
-28.6%
Q1 2023$10,492,259
-2.6%
66,089
-2.5%
0.17%
-8.2%
Q4 2022$10,769,175
-5.0%
67,816
-14.2%
0.18%
-13.7%
Q3 2022$11,341,000
-2.1%
79,083
+2.3%
0.21%0.0%
Q2 2022$11,581,000
-17.7%
77,302
-3.3%
0.21%
-2.8%
Q1 2022$14,072,000
+3.2%
79,980
+4.9%
0.22%
+5.3%
Q4 2021$13,631,000
+9.8%
76,213
+3.9%
0.21%
-2.8%
Q3 2021$12,410,000
-3.9%
73,317
-1.4%
0.21%
-2.3%
Q2 2021$12,915,000
-100.0%
74,368
-55.0%
0.22%
-9.5%
Q1 2021$27,389,808,000
+280994.1%
165,388
+141.4%
0.24%
+14.2%
Q4 2020$9,744,000
+66.1%
68,521
+29.2%
0.21%
+42.6%
Q3 2020$5,868,000
+6.0%
53,044
+2.4%
0.15%
-6.3%
Q2 2020$5,537,000
+14.5%
51,790
-4.9%
0.16%
-10.7%
Q1 2020$4,837,000
-32.7%
54,471
+4.0%
0.18%
-16.5%
Q4 2019$7,182,000
+11.6%
52,401
+4.9%
0.21%
-2.3%
Q3 2019$6,436,000
+0.2%
49,951
+1.5%
0.22%
-8.1%
Q2 2019$6,425,000
+4.8%
49,223
+3.4%
0.24%
-9.2%
Q1 2019$6,130,000
+16.9%
47,623
+3.6%
0.26%
+2.0%
Q4 2018$5,242,000
-18.0%
45,966
+0.2%
0.26%
-16.4%
Q3 2018$6,392,000
+4.0%
45,864
+1.3%
0.30%
-16.9%
Q2 2018$6,149,000
+6.8%
45,280
+1.7%
0.37%
-6.9%
Q1 2018$5,760,000
+0.2%
44,511
+2.8%
0.39%
-10.3%
Q4 2017$5,746,000
+7.5%
43,281
+3.5%
0.44%
-19.3%
Q3 2017$5,344,000
+7.5%
41,820
+3.3%
0.54%
-2.7%
Q2 2017$4,973,000
+5.0%
40,466
+5.0%
0.56%
-22.0%
Q1 2017$4,737,000
-10.8%
38,557
-12.2%
0.72%
-70.5%
Q4 2016$5,312,00043,9022.43%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 780,201$124,434,25718.47%
University of Maryland Foundation, Inc. 91,176$14,54217.40%
25 LLC 171,990$27,430,71616.73%
Mokosak Advisory Group, LLC 257,464$41,062,81116.70%
Opal Wealth Advisors, LLC 149,263$23,805,95613.93%
TrueWealth Financial Partners 79,980$12,756,03910.49%
Jacobsen Capital Management 113,659$18,127,5169.84%
BHK Investment Advisors, LLC 133,746$21,331,2079.81%
New England Capital Financial Advisors LLC 77,155$12,305,4888.48%
Brooklyn FI, LLC 95,720$15,266,4328.21%
View complete list of VANGUARD INDEX FDS shareholders