MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV - 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
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2021$3,479,000
+9.5%
20,555
+12.4%
0.23%
+8.9%
Q2 2021$3,176,000
+3.8%
18,288
-1.0%
0.21%
-4.5%
Q1 2021$3,060,000
+3.3%
18,478
-11.3%
0.22%
-1.3%
Q4 2020$2,962,000
+12.0%
20,827
-0.2%
0.23%
-1.7%
Q3 2020$2,645,000
+15.5%
20,866
-2.6%
0.23%
+4.5%
Q2 2020$2,291,000
+21.7%
21,425
+1.1%
0.22%
+2.3%
Q1 2020$1,882,000
-30.7%
21,199
+7.0%
0.22%
-15.0%
Q4 2019$2,715,000
+7.3%
19,807
+0.9%
0.25%
-5.9%
Q3 2019$2,530,000
+5.1%
19,633
+6.4%
0.27%
+7.6%
Q2 2019$2,408,000
+5.9%
18,444
+4.4%
0.25%
+1.2%
Q1 2019$2,274,000
+22.3%
17,662
+8.3%
0.25%
+7.4%
Q4 2018$1,860,00016,3090.23%
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