Relyea Zuckerberg Hanson 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
Relyea Zuckerberg Hanson LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$8,342,612
-11.4%
52,308
-8.1%
1.90%
-10.0%
Q2 2023$9,412,363
+12.5%
56,907
+8.0%
2.11%
+3.6%
Q1 2023$8,365,871
+3.0%
52,695
+3.0%
2.04%
-12.0%
Q4 2022$8,122,209
+67.0%
51,147
+50.8%
2.32%
+32.1%
Q3 2022$4,864,000
+3.1%
33,922
+7.7%
1.76%
-0.1%
Q2 2022$4,718,000
-50.3%
31,491
-42.3%
1.76%
-43.5%
Q1 2022$9,502,000
+25.0%
54,540
+20.8%
3.11%
+12.9%
Q4 2021$7,604,000
-6.6%
45,137
-6.2%
2.76%
-12.8%
Q3 2021$8,143,000
+28.4%
48,109
+31.7%
3.16%
+21.3%
Q2 2021$6,343,000
+7.1%
36,528
+7.0%
2.61%
-0.2%
Q1 2021$5,920,000
+84.2%
34,149
+51.1%
2.61%
+51.6%
Q4 2020$3,214,000
+42.8%
22,604
+20.3%
1.72%
+19.0%
Q3 2020$2,251,000
+25.1%
18,797
+11.7%
1.45%
+1.0%
Q2 2020$1,799,000
+37.7%
16,822
+14.3%
1.43%
+0.3%
Q1 2020$1,306,000
-57.2%
14,712
-34.0%
1.43%
-51.2%
Q4 2019$3,054,00022,2832.93%
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