Gladstone Institutional Advisory LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 888 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 2.47 and the average weighting 0.6%.

Quarter-by-quarter ownership
Gladstone Institutional Advisory LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$572,771
-2.8%
3,591
+0.8%
0.04%
+2.8%
Q2 2023$589,113
-0.9%
3,562
-4.9%
0.04%
-7.7%
Q1 2023$594,698
+4.0%
3,746
+4.0%
0.04%
-2.5%
Q4 2022$572,047
+107630.1%
3,602
-2.7%
0.04%
-4.8%
Q3 2022$531
-11.4%
3,702
-7.5%
0.04%
-10.6%
Q2 2022$599
-16.0%
4,001
-1.2%
0.05%
-2.1%
Q1 2022$713
-2.9%
4,050
-1.3%
0.05%
-15.8%
Q4 2021$734
+63.8%
4,104
+55.2%
0.06%
+29.5%
Q3 2021$448
+17.9%
2,644
+20.7%
0.04%
-2.2%
Q2 2021$380
+4.7%
2,191
-0.1%
0.04%
-19.6%
Q1 2021$363
+15.2%
2,194
-0.9%
0.06%
-11.1%
Q4 2020$315
+50.7%
2,213
+17.2%
0.06%
+26.0%
Q3 2020$209
-100.0%
1,889
-45.8%
0.05%
-57.3%
Q4 2019$478,000
+0.6%
3,483
-5.4%
0.12%
-3.3%
Q3 2019$475,000
-12.7%
3,681
-11.6%
0.12%
-27.1%
Q2 2019$544,000
-9.6%
4,166
-10.9%
0.17%
-24.9%
Q1 2019$602,000
+7.1%
4,675
-5.2%
0.22%
-32.4%
Q4 2018$562,0004,9310.33%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 1,428,976$255,570,00024.79%
Mokosak Advisory Group, LLC 248,745$44,482,00017.06%
TrueWealth Financial Partners 63,776$11,406,00011.15%
Titan Capital Management, LLC /TX 59,009$10,554,0009.44%
Bishop & Co Investment Management, LLC 125,118$22,377,0009.25%
BHK Investment Advisors, LLC 128,961$23,065,0009.10%
Family CFO Inc 51,187$9,155,0008.84%
Center for Financial Planning, Inc. 230,096$41,153,0008.43%
ASPIRIANT, LLC 856,412$153,157,0008.19%
Merriman Wealth Management, LLC 1,150,291$202,529,0007.99%
View complete list of VANGUARD INDEX FDS shareholders