Burleson & Company, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 678 filers reported holding VANGUARD INDEX FDS in Q2 2019. The put-call ratio across all filers is 0.19 and the average weighting 0.6%.

Quarter-by-quarter ownership
Burleson & Company, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2022$2,470,784
+10.7%
15,5590.0%0.62%
+28.5%
Q3 2022$2,231,000
-8.1%
15,559
-4.0%
0.48%
-8.9%
Q2 2022$2,428,000
+118.5%
16,203
+156.6%
0.53%
+196.1%
Q1 2022$1,111,000
-6.7%
6,315
-5.2%
0.18%
+2.9%
Q4 2021$1,191,000
+13.2%
6,659
+7.1%
0.17%
+10.9%
Q3 2021$1,052,000
-32.9%
6,215
-31.1%
0.16%
-31.9%
Q2 2021$1,567,000
-27.8%
9,022
-31.1%
0.23%
-35.1%
Q1 2021$2,169,000
+16.4%
13,096
-0.1%
0.35%
+9.3%
Q4 2020$1,864,000
+7.2%
13,109
-9.6%
0.32%
-1.8%
Q3 2020$1,738,000
-31.0%
14,497
-33.3%
0.33%
-40.2%
Q2 2020$2,519,000
+11.2%
21,719
-3.7%
0.55%
-6.8%
Q1 2020$2,266,000
-24.0%
22,561
+4.1%
0.59%
-29.4%
Q4 2019$2,981,000
+28.5%
21,673
+22.2%
0.84%
+3.3%
Q3 2019$2,319,000
+6.3%
17,733
+4.9%
0.81%
-12.0%
Q2 2019$2,181,000
+6.4%
16,910
+11.1%
0.92%
+5.6%
Q1 2019$2,050,000
-5.5%
15,218
-7.0%
0.87%
-22.4%
Q4 2018$2,170,000
+13.4%
16,368
+9.3%
1.12%
+4.7%
Q3 2018$1,914,000
-3.5%
14,971
+2.5%
1.07%
-7.3%
Q2 2018$1,983,000
+6.2%
14,601
+1.1%
1.16%
-5.3%
Q1 2018$1,868,000
+15.7%
14,435
+18.7%
1.22%
+17.3%
Q4 2017$1,615,00012,1621.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2019
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