WINTRUST INVESTMENTS LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 975 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.6%.

Quarter-by-quarter ownership
WINTRUST INVESTMENTS LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$244
-74.6%
1,478
-75.6%
0.02%
-80.5%
Q1 2023$962
-1.1%
6,061
-1.1%
0.12%
-3.1%
Q4 2022$973
-99.9%
6,126
+2.0%
0.13%
+17.6%
Q3 2022$861,000
-1.3%
6,006
+3.2%
0.11%
+3.8%
Q2 2022$872,000
-24.0%
5,820
-10.8%
0.10%
-6.3%
Q1 2022$1,148,000
-7.0%
6,525
-5.4%
0.11%
-5.1%
Q4 2021$1,234,000
+5.7%
6,8990.0%0.12%
-25.9%
Q3 2021$1,168,000
-2.5%
6,8990.0%0.16%
+28.5%
Q2 2021$1,198,000
+2.5%
6,899
-2.3%
0.12%
+1.7%
Q1 2021$1,169,000
+375.2%
7,058
+308.7%
0.12%
+72.9%
Q4 2020$246,000
-5.4%
1,727
-26.6%
0.07%
+94.4%
Q3 2020$260,000
+8.8%
2,352
+5.1%
0.04%
+9.1%
Q2 2020$239,000
-2.0%
2,238
-18.5%
0.03%
-17.5%
Q1 2020$244,000
-20.5%
2,747
+22.6%
0.04%
-7.0%
Q4 2019$307,000
+11.2%
2,240
+4.7%
0.04%
+4.9%
Q3 2019$276,000
+21.1%
2,140
+20.9%
0.04%
+10.8%
Q1 2019$228,000
+5.1%
1,770
-6.8%
0.04%
-9.8%
Q4 2018$217,000
-17.2%
1,900
+1.1%
0.04%
-4.7%
Q3 2018$262,000
+20.7%
1,880
+17.5%
0.04%
+13.2%
Q2 2018$217,0001,6000.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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