Joseph P. Lucia & Associates, 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
Joseph P. Lucia & Associates, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2022$6,000
-14.3%
400.0%0.00%0.0%
Q1 2022$7,0000.0%400.0%0.00%0.0%
Q3 2021$7,0000.0%400.0%0.00%0.0%
Q2 2021$7,0000.0%400.0%0.00%
+33.3%
Q1 2021$7,000
+16.7%
400.0%0.00%
-25.0%
Q4 2020$6,000
+20.0%
40
-20.0%
0.00%0.0%
Q2 2020$5,000
+25.0%
500.0%0.00%0.0%
Q1 2020$4,000
-42.9%
500.0%0.00%
-33.3%
Q4 2019$7,000
-41.7%
50
-46.8%
0.01%
-50.0%
Q3 2019$12,000
+71.4%
94
+88.0%
0.01%
+71.4%
Q2 2019$7,000
-86.0%
50
-99.2%
0.01%
+75.0%
Q1 2019$50,0006,6250.00%
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