CAPITAL WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,314 filers reported holding VANGUARD INDEX FDS in Q2 2024. The put-call ratio across all filers is 0.51 and the average weighting 0.7%.

Quarter-by-quarter ownership
CAPITAL WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$12,543,187
-1.9%
68,722
+3.1%
5.74%
-6.2%
Q1 2024$12,788,802
+5.5%
66,650
-1.0%
6.12%
-0.8%
Q4 2023$12,118,460
+13.1%
67,336
+0.3%
6.17%
+5.1%
Q3 2023$10,711,029
-1.9%
67,158
+1.7%
5.87%
-1.2%
Q2 2023$10,918,550
+7.3%
66,013
+3.0%
5.94%
+1.7%
Q1 2023$10,176,516
+121.7%
64,100
+121.8%
5.84%
+88.2%
Q4 2022$4,589,797
+11.2%
28,903
+0.5%
3.10%
-2.9%
Q3 2022$4,126,000
-3.9%
28,773
+0.4%
3.20%
+0.4%
Q2 2022$4,294,000
-17.1%
28,661
-2.7%
3.18%
-8.8%
Q1 2022$5,180,000
-3.6%
29,445
-2.0%
3.49%
-7.2%
Q4 2021$5,371,000
+1.5%
30,037
-3.9%
3.76%
-7.9%
Q3 2021$5,291,000
-11.6%
31,262
-9.3%
4.09%
-6.7%
Q2 2021$5,988,000
-3.9%
34,479
-8.4%
4.38%
-11.3%
Q1 2021$6,234,000
+15.6%
37,647
-0.8%
4.94%
+6.1%
Q4 2020$5,395,000
+35.0%
37,939
+5.0%
4.66%
+15.6%
Q3 2020$3,997,000
+161.4%
36,125
+152.7%
4.03%
+147.2%
Q2 2020$1,529,000
+35.9%
14,294
+12.8%
1.63%
+15.5%
Q1 2020$1,125,000
-23.5%
12,677
+18.1%
1.41%
-6.0%
Q4 2019$1,470,000
+6.7%
10,730
+0.3%
1.50%
+1.8%
Q3 2019$1,378,000
+21.8%
10,696
+23.5%
1.47%
+30.6%
Q2 2019$1,131,000
+10.1%
8,664
+8.6%
1.13%
+9.9%
Q1 2019$1,027,000
+46.5%
7,975
+29.8%
1.03%
+33.8%
Q4 2018$701,000
+14.2%
6,145
+39.5%
0.77%
+42.6%
Q3 2018$614,000
+38.0%
4,406
+34.5%
0.54%
+32.8%
Q2 2018$445,000
+121.4%
3,276
+111.2%
0.40%
+115.4%
Q1 2018$201,0001,5510.19%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2024
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