Financial Advocates Investment Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,202 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.59 and the average weighting 0.8%.

Quarter-by-quarter ownership
Financial Advocates Investment Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$2,273,635
-11.7%
12,457
-17.2%
0.14%
-5.4%
Q1 2024$2,575,286
-38.6%
15,036
-27.6%
0.15%
-45.6%
Q4 2023$4,197,437
+111.8%
20,769
+68.0%
0.27%
+91.6%
Q3 2023$1,981,553
-8.5%
12,361
-5.6%
0.14%
-7.1%
Q2 2023$2,165,085
-21.0%
13,090
-24.2%
0.15%
-21.8%
Q1 2023$2,740,532
-19.2%
17,262
-19.2%
0.20%
-22.1%
Q4 2022$3,392,371
-1.3%
21,362
-10.9%
0.25%
-10.9%
Q3 2022$3,437,000
+18.9%
23,966
+24.2%
0.28%
+20.9%
Q2 2022$2,891,000
-18.6%
19,292
-4.5%
0.24%
+0.4%
Q1 2022$3,552,000
+10.2%
20,192
+12.0%
0.23%
+15.3%
Q4 2021$3,223,000
+9.7%
18,023
+3.8%
0.20%
+2.5%
Q3 2021$2,938,000
+1.2%
17,361
+3.0%
0.20%
+2.1%
Q2 2021$2,904,000
-20.8%
16,860
-55.3%
0.19%
-25.4%
Q1 2021$3,666,000
+37.4%
37,692
+103.3%
0.26%
+42.9%
Q4 2020$2,669,000
+59.8%
18,541
+22.8%
0.18%
+27.3%
Q3 2020$1,670,000
+3.0%
15,097
-0.5%
0.14%
-7.1%
Q2 2020$1,622,000
+17.4%
15,173
-2.5%
0.15%
-21.8%
Q1 2020$1,382,000
-26.3%
15,566
+13.8%
0.20%
-1.5%
Q4 2019$1,874,000
+18.3%
13,675
+11.2%
0.20%
+10.5%
Q3 2019$1,584,000
+9.5%
12,295
+11.0%
0.18%
+7.7%
Q2 2019$1,446,000
-3.9%
11,077
-5.3%
0.17%
-10.2%
Q1 2019$1,505,000
+3.5%
11,692
-8.3%
0.19%
-5.6%
Q4 2018$1,454,000
-34.6%
12,745
-20.1%
0.20%
-20.2%
Q3 2018$2,224,000
+14.0%
15,958
+11.3%
0.25%
+5.1%
Q2 2018$1,951,000
+18.2%
14,335
+12.4%
0.24%
+9.8%
Q1 2018$1,651,000
-1.2%
12,758
+1.3%
0.22%
-5.7%
Q4 2017$1,671,00012,5930.23%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 1,143,976$171,390,00019.06%
Mokosak Advisory Group, LLC 237,660$35,605,00017.00%
University of Maryland Foundation, Inc. 91,176$13,660,00011.30%
TrueWealth Financial Partners 67,405$10,099,00010.59%
BHK Investment Advisors, LLC 137,011$20,527,0009.23%
Jacobsen Capital Management 113,382$16,987,0009.04%
Bishop & Co Investment Management, LLC 120,805$18,099,0009.02%
Family CFO Inc 51,815$7,762,913,0008.48%
TOTAL INVESTMENT MANAGEMENT INC 308,380$46,202,0008.38%
Center for Financial Planning, Inc. 217,616$32,603,0008.28%
View complete list of VANGUARD INDEX FDS shareholders