Apella Capital, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,064 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.7%.

Quarter-by-quarter ownership
Apella Capital, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$17,381,446
-10.4%
99,237
-18.4%
0.97%
-29.3%
Q3 2023$19,389,690
-13.4%
121,573
-10.2%
1.37%
-14.0%
Q2 2023$22,381,330
-5.6%
135,316
-9.4%
1.59%
-26.3%
Q4 2022$23,717,245
+1.3%
149,353
-8.5%
2.16%
-20.6%
Q3 2022$23,403,000
-9.4%
163,201
-5.4%
2.72%
-11.7%
Q2 2022$25,844,000
-22.6%
172,497
-9.1%
3.08%
-34.4%
Q1 2022$33,386,000
+22.9%
189,758
+24.9%
4.70%
+35.7%
Q4 2021$27,175,000
-8.0%
151,943
-12.2%
3.47%
+42.8%
Q3 2021$29,526,000
+34.7%
173,013
+37.1%
2.43%
+14.9%
Q2 2021$21,923,000
+154.1%
126,234
+142.3%
2.11%
-22.4%
Q1 2021$8,627,000
+29.1%
52,094
+10.9%
2.72%
+16.0%
Q4 2020$6,680,000
+49.5%
46,970
+16.3%
2.34%
+30.6%
Q3 2020$4,468,000
+29.8%
40,390
+25.5%
1.80%
+12.0%
Q2 2020$3,441,000
+53.8%
32,186
+27.8%
1.60%
+22.7%
Q1 2020$2,237,00025,1911.31%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 1,148,489$182,380,07525.64%
Mokosak Advisory Group, LLC 242,614$38,599,07617.26%
University of Maryland Foundation, Inc. 91,176$14,47916.47%
Arista Wealth Management, LLC 140,084$22,239,69914.04%
TrueWealth Financial Partners 69,953$11,108,51310.77%
BHK Investment Advisors, LLC 104,379$16,575,3549.32%
Bishop & Co Investment Management, LLC 120,701$19,1679.31%
Efficient Advisors, LLC 572,185$90,862,9139.24%
Jacobsen Capital Management 102,696$16,3088.69%
New England Capital Financial Advisors LLC 72,972$12,182,0028.64%
View complete list of VANGUARD INDEX FDS shareholders