Brown Financial Advisory - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,281 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.70 and the average weighting 0.9%.

Quarter-by-quarter ownership
Brown Financial Advisory ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$17,074,641
+3.2%
78,310
+8.2%
13.13%
+2.2%
Q1 2024$16,540,012
+6.9%
72,357
-0.3%
12.85%
+2.0%
Q4 2023$15,477,022
+14.4%
72,550
+1.4%
12.60%
+5.1%
Q3 2023$13,527,897
-4.4%
71,550
+0.5%
11.99%
+3.8%
Q2 2023$14,156,481
+10.7%
71,177
+5.5%
11.55%
-6.1%
Q1 2023$12,786,095
+4.8%
67,451
+1.4%
12.31%
-2.2%
Q4 2022$12,204,756
+8.9%
66,496
+1.4%
12.59%
+17.1%
Q3 2022$11,204,000
+5.1%
65,554
+8.3%
10.76%
-5.8%
Q2 2022$10,664,000
-13.3%
60,551
+4.6%
11.42%
+14.2%
Q1 2022$12,306,000
-1.1%
57,907
+5.2%
10.00%
-8.3%
Q4 2021$12,443,000
+4.8%
55,054
+1.4%
10.91%
+11.5%
Q3 2021$11,878,000
+0.6%
54,320
+3.6%
9.79%
-0.6%
Q2 2021$11,812,000
+7.9%
52,431
+2.5%
9.85%
+1.7%
Q1 2021$10,949,000
+23.5%
51,143
+12.3%
9.68%
+23.2%
Q4 2020$8,865,00045,5367.86%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 295,404$64,409,77926.79%
Aufman Associates Inc 149,181$32,527,41323.15%
Investments & Financial Planning, LLC 152,955$33,350,40822.39%
MBE Wealth Management, LLC 116,944$25,498,45115.44%
Brown Financial Advisory 78,310$17,074,64113.13%
Whelan Financial 131,262$28,620,35012.78%
Chandler Asset Management, Inc. 285,830$62,322,37312.63%
BLUESTEM FINANCIAL ADVISORS, LLC 113,418$24,729,60712.50%
McCarthy Grittinger Financial Group, LLC 165,515$36,091,88911.39%
BCK Partners, Inc. 100,048$21,814,53111.28%
View complete list of VANGUARD INDEX FDS shareholders