Cresset Asset Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.

Quarter-by-quarter ownership
Cresset Asset Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$35,327,503
+2.5%
221,503
+6.3%
0.14%
+216.3%
Q2 2023$34,456,926
-10.7%
208,325
-14.3%
0.04%
-94.4%
Q1 2023$38,593,906
+6.8%
243,094
+6.3%
0.77%
+68.9%
Q4 2022$36,128,234
+13.5%
228,711
+3.0%
0.46%
+13.7%
Q3 2022$31,832,000
-1.0%
221,978
+3.3%
0.40%
+1.8%
Q2 2022$32,150,000
-18.0%
214,923
-3.6%
0.40%
-3.2%
Q1 2022$39,214,000
+7.7%
222,886
+9.5%
0.41%
+16.2%
Q4 2021$36,420,000
+33.2%
203,634
+26.0%
0.35%
-4.6%
Q3 2021$27,351,000
-1.8%
161,585
+0.7%
0.37%
-6.8%
Q2 2021$27,857,000
+1377.0%
160,411
+1308.3%
0.40%
+1216.7%
Q1 2021$1,886,000
-93.0%
11,390
-94.0%
0.03%
-93.1%
Q4 2020$26,779,000
+29.5%
188,305
+0.8%
0.43%
+12.4%
Q3 2020$20,671,000
+26.2%
186,852
+22.0%
0.39%
+7.5%
Q2 2020$16,376,000
+1515.0%
153,162
+1969.8%
0.36%
+1229.6%
Q4 2019$1,014,000
+3.3%
7,400
-2.9%
0.03%
-10.0%
Q3 2019$982,000
+2.8%
7,619
+4.7%
0.03%0.0%
Q2 2019$955,000
+1.5%
7,2780.0%0.03%
-16.7%
Q1 2019$941,000
+38.4%
7,278
+22.1%
0.04%
-10.0%
Q4 2018$680,0005,9600.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Efficient Advisors, LLC 342,138$34,433,0008.31%
Financial Planning & Information Services, Inc. 107,243$10,793,0007.52%
Zhang Financial LLC 95,228$9,583,0006.88%
CONCORD ASSET MANAGEMENT LLC 156,125$15,712,0005.87%
Lourd Capital, LLC 529,748$53,314,0005.82%
Modera Wealth Management, LLC 133,976$13,483,0005.35%
ARS Wealth Advisors, LLC 86,842$8,740,0005.24%
Blue Edge Capital, LLC 66,697$6,712,386,0004.68%
IBBOTSON ASSOCIATES INC 28,445$2,863,0004.62%
Summit Equities Inc 93,389$9,399,0004.15%
View complete list of VANGUARD INDEX FDS shareholders