Beacon Financial 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
Beacon Financial Advisory LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,149,538
-3.3%
7,070
+0.3%
0.64%
-6.9%
Q2 2023$1,188,387
-3.9%
7,052
-7.9%
0.68%
-13.2%
Q1 2023$1,237,203
-0.7%
7,654
-0.7%
0.79%
-11.9%
Q4 2022$1,245,931
+4.8%
7,707
-5.3%
0.89%
+5.2%
Q3 2022$1,189,000
-20.9%
8,137
-18.9%
0.85%
-0.8%
Q2 2022$1,503,000
-17.5%
10,029
-3.1%
0.86%
-1.7%
Q1 2022$1,821,000
+1.2%
10,351
+2.9%
0.87%
+4.8%
Q4 2021$1,799,000
+4.7%
10,059
-1.0%
0.83%
-7.1%
Q3 2021$1,719,000
+1.4%
10,156
+4.0%
0.89%
-2.0%
Q2 2021$1,696,000
-0.4%
9,764
-5.0%
0.91%
-6.5%
Q1 2021$1,702,000
+0.2%
10,279
-13.9%
0.97%
-11.8%
Q4 2020$1,698,000
+45.8%
11,944
+13.4%
1.10%
+9.1%
Q3 2020$1,165,000
+1.1%
10,534
-2.2%
1.01%
-19.3%
Q2 2020$1,152,000
+24.3%
10,775
+3.2%
1.25%
+6.4%
Q1 2020$927,000
-39.0%
10,440
-5.8%
1.18%
-9.4%
Q4 2019$1,519,00011,0841.30%
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