Lutz Financial Services LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 33 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Lutz Financial Services LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,158,532
-4.8%
26,074
-1.2%
0.45%
-3.6%
Q2 2023$4,366,881
-1.7%
26,402
-5.6%
0.47%
-7.3%
Q1 2023$4,442,446
-0.8%
27,982
-0.7%
0.51%
-7.8%
Q4 2022$4,476,800
+8.9%
28,191
-1.6%
0.55%
-2.1%
Q3 2022$4,110,000
-9.1%
28,660
-5.0%
0.56%
-6.2%
Q2 2022$4,520,000
-9.3%
30,167
+6.6%
0.60%
-2.4%
Q1 2022$4,981,000
-14.5%
28,310
-13.1%
0.61%
-14.2%
Q4 2021$5,828,000
-12.1%
32,587
-16.8%
0.72%
-16.8%
Q3 2021$6,631,000
+8.1%
39,178
+10.9%
0.86%
+5.4%
Q2 2021$6,134,000
-0.5%
35,321
-5.1%
0.82%
-10.4%
Q1 2021$6,164,000
+10.3%
37,218
-5.3%
0.91%
-0.7%
Q4 2020$5,589,000
+30.3%
39,303
+1.4%
0.92%
+11.0%
Q3 2020$4,289,000
+7.6%
38,765
+4.0%
0.83%
+1.8%
Q2 2020$3,986,000
-30.4%
37,282
-42.2%
0.81%
-36.2%
Q1 2020$5,728,000
+1465.0%
64,509
+2315.2%
1.27%
+1858.5%
Q4 2019$366,000
+6.4%
2,671
+0.0%
0.06%
-1.5%
Q3 2019$344,000
+24.6%
2,670
+26.4%
0.07%
+22.2%
Q2 2019$276,0002,1120.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 1,148,489$182,380,07525.64%
Mokosak Advisory Group, LLC 242,614$38,599,07617.26%
University of Maryland Foundation, Inc. 91,176$14,47916.47%
Arista Wealth Management, LLC 140,084$22,239,69914.04%
TrueWealth Financial Partners 69,953$11,108,51310.77%
BHK Investment Advisors, LLC 104,379$16,575,3549.32%
Bishop & Co Investment Management, LLC 120,701$19,1679.31%
Efficient Advisors, LLC 572,185$90,862,9139.24%
Jacobsen Capital Management 102,696$16,3088.69%
New England Capital Financial Advisors LLC 72,972$12,182,0028.64%
View complete list of VANGUARD INDEX FDS shareholders