Kingsview Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 975 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.6%.

Quarter-by-quarter ownership
Kingsview Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,587,783
+11.1%
9,955
+15.3%
0.06%
+1.8%
Q2 2023$1,428,562
+9.9%
8,637
+5.5%
0.06%
+1.8%
Q1 2023$1,299,312
-6.7%
8,184
-6.7%
0.06%
-8.3%
Q4 2022$1,392,577
+7.0%
8,769
-3.4%
0.06%
-3.2%
Q3 2022$1,302,000
-7.3%
9,081
-3.1%
0.06%
-7.5%
Q2 2022$1,404,000
+3.8%
9,370
+24.0%
0.07%
+19.6%
Q4 2021$1,352,000
+17.5%
7,559
+11.1%
0.06%
+1.8%
Q3 2021$1,151,000
-71.3%
6,802
-70.4%
0.06%
-72.2%
Q2 2021$4,011,000
+110.0%
23,009
+100.3%
0.20%
+81.7%
Q1 2021$1,910,000
+100.4%
11,489
+71.5%
0.11%
+58.0%
Q4 2020$953,000
+72.6%
6,698
+34.2%
0.07%
+40.8%
Q3 2020$552,000
+143.2%
4,991
+135.5%
0.05%
+113.0%
Q2 2020$227,000
-32.0%
2,119
-13.2%
0.02%
-45.2%
Q4 2019$334,000
-10.0%
2,440
-15.3%
0.04%
-27.6%
Q3 2019$371,0000.0%2,882
+1.5%
0.06%
-6.5%
Q2 2019$371,000
-62.0%
2,839
-62.5%
0.06%
-58.1%
Q1 2019$976,000
+15.2%
7,579
+2.0%
0.15%
-20.0%
Q4 2018$847,000
-22.7%
7,429
-5.5%
0.18%
-16.7%
Q3 2018$1,096,000
+7.9%
7,863
+5.1%
0.22%
-8.6%
Q2 2018$1,016,000
-6.2%
7,483
-10.5%
0.24%
-9.7%
Q1 2018$1,083,000
-1.6%
8,365
+0.9%
0.27%
-31.6%
Q4 2017$1,101,000
+24.5%
8,293
+19.8%
0.39%
+1.0%
Q3 2017$884,000
-6.2%
6,920
-9.7%
0.39%
-19.8%
Q2 2017$942,000
-7.7%
7,664
-7.8%
0.48%
-20.0%
Q1 2017$1,021,0008,3130.61%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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