Alera Investment Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 675 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.44 and the average weighting 0.6%.

Quarter-by-quarter ownership
Alera Investment Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$996,813
-3.6%
6,2500.0%0.16%
-26.5%
Q2 2023$1,033,750
+4.2%
6,2500.0%0.22%
-2.2%
Q1 2023$992,250
-0.0%
6,2500.0%0.23%
-2.6%
Q4 2022$992,500
+10.4%
6,250
-0.3%
0.23%
-7.9%
Q3 2022$899,000
-4.3%
6,2670.0%0.25%
-3.4%
Q2 2022$939,000
-14.9%
6,2670.0%0.26%
+4.4%
Q1 2022$1,103,000
-2.4%
6,267
-0.8%
0.25%
-18.7%
Q4 2021$1,130,000
+6.5%
6,320
+0.8%
0.31%
-1.0%
Q3 2021$1,061,000
-2.5%
6,2670.0%0.31%
-4.3%
Q2 2021$1,088,000
+3.2%
6,267
-1.6%
0.33%
-5.8%
Q1 2021$1,054,000
+14.9%
6,366
-1.3%
0.35%
+7.4%
Q4 2020$917,000
+32.7%
6,447
+3.2%
0.32%
+17.5%
Q3 2020$691,000
+3.4%
6,2500.0%0.28%
-21.9%
Q2 2020$668,000
+20.4%
6,250
-6.5%
0.35%
+4.8%
Q1 2020$555,000
+840.7%
6,685
+1359.6%
0.34%
+1058.6%
Q1 2019$59,000
+13.5%
4580.0%0.03%
-9.4%
Q4 2018$52,0004580.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2019
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