Kestra Advisory Services, 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
Kestra Advisory Services, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$15,019,652
+27.2%
94,173
+31.9%
0.15%
+25.4%
Q2 2023$11,811,379
-3.8%
71,411
-7.6%
0.12%
-11.3%
Q1 2023$12,276,002
-39.7%
77,324
-39.6%
0.13%
-26.5%
Q4 2022$20,341,645
-99.9%
128,096
-50.4%
0.18%
-8.6%
Q3 2022$18,517,499,000
+140631.9%
258,002
+193.8%
0.20%
+46.7%
Q2 2022$13,158,000
-2.7%
87,825
+14.3%
0.14%
-4.3%
Q1 2022$13,522,000
+3.2%
76,858
+4.9%
0.14%
+6.0%
Q4 2021$13,106,000
-12.0%
73,282
-16.7%
0.13%
-10.7%
Q3 2021$14,890,000
+15.9%
87,969
+18.9%
0.15%
+2.1%
Q2 2021$12,850,000
+6.5%
73,997
+1.5%
0.15%
-4.6%
Q1 2021$12,068,000
-14.8%
72,870
-27.0%
0.15%
-6.7%
Q4 2020$14,169,000
-99.8%
99,789
+44.3%
0.16%
+15.5%
Q3 2020$7,592,000,00069,1520.14%
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