STEPHENS GROUP ASSET MANAGEMENT, 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
STEPHENS GROUP ASSET MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$58,418,157
-19.0%
366,281
-16.0%
6.29%
-11.2%
Q2 2023$72,144,337
+25.2%
436,181
+20.1%
7.08%
+13.6%
Q1 2023$57,638,294
-0.1%
363,053
-0.0%
6.24%
-5.0%
Q4 2022$57,675,525
+9.1%
363,196
-1.5%
6.57%
+4.0%
Q3 2022$52,851,000
-1.2%
368,558
+4.1%
6.31%
+1.9%
Q2 2022$53,495,000
-13.7%
353,989
+0.5%
6.20%
-0.4%
Q1 2022$61,953,000
-0.8%
352,124
+0.8%
6.22%
+3.9%
Q4 2021$62,455,000
+3.6%
349,201
-1.9%
5.99%
-3.9%
Q3 2021$60,261,000
-1.9%
356,028
+0.6%
6.23%
-1.9%
Q2 2021$61,449,000
-17.6%
353,844
-21.4%
6.35%
-12.9%
Q1 2021$74,579,000
-23.7%
450,329
-34.5%
7.29%
-36.1%
Q4 2020$97,803,000
+28.6%
687,738
+0.1%
11.41%
+9.2%
Q3 2020$76,032,000
+10.7%
687,261
+5.0%
10.44%
+0.3%
Q2 2020$68,654,000
+23.7%
654,719
+4.7%
10.41%
-7.9%
Q1 2020$55,506,000
+4.4%
625,063
+61.2%
11.30%
+54.7%
Q4 2019$53,144,000
+479.5%
387,713
+382.2%
7.31%
+312.0%
Q4 2018$9,171,00080,4041.77%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Mokosak Advisory Group, LLC 174,181$22,452,00014.83%
Zhang Financial LLC 234,102$30,150,00012.74%
Efficient Advisors, LLC 325,688$41,965,0007.67%
Polianta Ltd 87,100$11,222,0007.13%
Bishop & Co Investment Management, LLC 74,512$9,601,0006.98%
Wealth Architects, LLC 172,552$22,233,0006.77%
NewFocus Financial Group, LLC 115,330$14,860,0006.52%
BHK Investment Advisors, LLC 82,886$10,680,0006.17%
INSPIRION WEALTH ADVISORS, LLC 106,210$13,685,0005.99%
Hardy Reed LLC 113,164$14,581,0005.82%
View complete list of VANGUARD INDEX FDS shareholders