VALLEY NATIONAL ADVISERS INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 675 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.44 and the average weighting 0.6%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$51
-3.8%
3200.0%0.01%0.0%
Q2 2023$53
+6.0%
3200.0%0.01%0.0%
Q1 2023$50
-24.2%
320
-19.6%
0.01%
-25.0%
Q4 2022$66
-99.9%
398
+13.4%
0.01%
+9.1%
Q3 2022$54,0000.0%351
+0.3%
0.01%0.0%
Q2 2022$54,000
-12.9%
3500.0%0.01%
-8.3%
Q1 2022$62,000
-1.6%
3500.0%0.01%0.0%
Q4 2021$63,000
+6.8%
350
+0.3%
0.01%
+9.1%
Q3 2021$59,000
-3.3%
3490.0%0.01%0.0%
Q2 2021$61,000
+1.7%
349
-3.9%
0.01%
-8.3%
Q1 2021$60,000
+15.4%
363
+0.3%
0.01%
+9.1%
Q4 2020$52,000
+30.0%
362
+0.3%
0.01%
+22.2%
Q3 2020$40,000
+2.6%
361
+0.3%
0.01%0.0%
Q2 2020$39,000
+21.9%
3600.0%0.01%0.0%
Q1 2020$32,000
-34.7%
3600.0%0.01%
-25.0%
Q4 2019$49,000
+6.5%
3600.0%0.01%
-7.7%
Q3 2019$46,000
-2.1%
3600.0%0.01%0.0%
Q2 2019$47,000
+2.2%
3600.0%0.01%0.0%
Q1 2019$46,000
+12.2%
3600.0%0.01%0.0%
Q4 2018$41,000
-18.0%
3600.0%0.01%
-23.5%
Q3 2018$50,000
+2.0%
3600.0%0.02%
-10.5%
Q2 2018$49,000
-7.5%
360
-12.2%
0.02%
-5.0%
Q1 2018$53,000
-1.9%
4100.0%0.02%
+5.3%
Q4 2017$54,000
+3.8%
4100.0%0.02%
+5.6%
Q3 2017$52,000
+4.0%
4100.0%0.02%0.0%
Q2 2017$50,0000.0%4100.0%0.02%
-5.3%
Q1 2017$50,0000.0%4100.0%0.02%
-17.4%
Q4 2016$50,000
+11.1%
4100.0%0.02%0.0%
Q3 2016$45,000
-71.7%
410
-72.9%
0.02%
-72.3%
Q2 2016$159,000
+3.2%
1,5140.0%0.08%0.0%
Q1 2016$154,000
-2.5%
1,514
-5.4%
0.08%
-10.8%
Q4 2015$158,000
-21.0%
1,600
-22.7%
0.09%
-23.1%
Q3 2015$200,000
-10.3%
2,0700.0%0.12%
-4.0%
Q2 2015$223,000
-1.3%
2,0700.0%0.13%
-5.3%
Q1 2015$226,000
+15.3%
2,070
+2.7%
0.13%
-10.1%
Q4 2014$196,0002,0150.15%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2019
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