Kathmere Capital 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
Kathmere Capital Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$846,828
+0.6%
5,310
+4.4%
0.12%
-4.6%
Q2 2023$841,502
+3.2%
5,088
-1.0%
0.13%
-2.2%
Q1 2023$815,686
-51.4%
5,138
-49.9%
0.13%
-6.9%
Q4 2022$1,679,933
+127.6%
10,262
+99.4%
0.14%
-2.0%
Q3 2022$738,000
-7.6%
5,146
-3.5%
0.15%0.0%
Q2 2022$799,000
+46.6%
5,333
+72.3%
0.15%
+58.1%
Q1 2022$545,000
+13.8%
3,096
+15.7%
0.09%
+12.0%
Q4 2021$479,000
+21.9%
2,676
+15.3%
0.08%
+16.9%
Q3 2021$393,000
-1.8%
2,320
+0.7%
0.07%
-7.8%
Q2 2021$400,000
+16.3%
2,304
+10.9%
0.08%
+13.2%
Q1 2021$344,000
+31.8%
2,078
+13.4%
0.07%
+21.4%
Q4 2020$261,000
+11.5%
1,832
-13.4%
0.06%
-3.4%
Q3 2020$234,000
+8.8%
2,116
+5.0%
0.06%
-7.9%
Q2 2020$215,000
-57.8%
2,015
-64.9%
0.06%
-65.9%
Q1 2020$510,000
-79.5%
5,743
-68.4%
0.18%
-79.1%
Q4 2019$2,488,00018,1500.89%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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