Wells Trecaso Financial Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 698 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.82 and the average weighting 0.6%.

Quarter-by-quarter ownership
Wells Trecaso Financial Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,354,720
-4.7%
14,764
-1.2%
1.05%
-1.5%
Q2 2023$2,471,747
+4.0%
14,944
-0.2%
1.06%
-3.4%
Q1 2023$2,376,488
-1.7%
14,969
-1.7%
1.10%
-8.9%
Q4 2022$2,418,375
+10.4%
15,229
-0.3%
1.21%
+0.5%
Q3 2022$2,191,000
+0.8%
15,281
+5.4%
1.20%
+6.7%
Q2 2022$2,173,000
-15.8%
14,501
-1.2%
1.13%
-2.1%
Q1 2022$2,582,000
-2.0%
14,676
-0.3%
1.15%
+0.4%
Q4 2021$2,634,000
+6.0%
14,726
+0.4%
1.14%
-3.4%
Q3 2021$2,484,000
-3.2%
14,674
-0.7%
1.18%
-4.0%
Q2 2021$2,566,000
+4.9%
14,774
+0.1%
1.23%
-4.3%
Q1 2021$2,445,000
+16.5%
14,764
+0.1%
1.29%
+10.4%
Q4 2020$2,098,000
+24.5%
14,754
-3.2%
1.17%
+8.7%
Q3 2020$1,685,000
+26.2%
15,235
+22.0%
1.08%
+16.7%
Q2 2020$1,335,000
+23.2%
12,490
+2.3%
0.92%
-4.6%
Q1 2020$1,084,000
-33.7%
12,205
+2.3%
0.96%
-18.4%
Q4 2019$1,635,000
+9.9%
11,925
+3.2%
1.18%
-0.3%
Q3 2019$1,488,000
-0.9%
11,550
+0.4%
1.18%
-4.0%
Q2 2019$1,501,000
-3.5%
11,500
-4.8%
1.23%
-5.5%
Q1 2019$1,555,000
+16.2%
12,080
+2.9%
1.31%
+2.1%
Q4 2018$1,338,000
+31.8%
11,735
+61.1%
1.28%
+51.9%
Q3 2018$1,015,000
+10.3%
7,285
+7.5%
0.84%
-2.3%
Q2 2018$920,000
+9.8%
6,775
+4.6%
0.86%
+8.0%
Q1 2018$838,000
+39.2%
6,475
+42.8%
0.80%
+35.5%
Q4 2017$602,0004,5350.59%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2020
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