CREATIVE FINANCIAL DESIGNS 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
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,845,166
-0.4%
11,569
+3.3%
0.22%
-1.4%
Q2 2023$1,852,235
+9.0%
11,199
+4.6%
0.22%
-2.2%
Q1 2023$1,699,911
-7.1%
10,707
-7.1%
0.22%
-17.4%
Q4 2022$1,830,735
+6.1%
11,529
-4.2%
0.27%
-4.3%
Q3 2022$1,726,000
-1.5%
12,038
+2.9%
0.28%
-2.1%
Q2 2022$1,753,000
-13.8%
11,698
+1.2%
0.29%
-7.1%
Q1 2022$2,034,000
+12.4%
11,562
+14.3%
0.31%
+13.6%
Q4 2021$1,809,000
+4.7%
10,115
-0.9%
0.27%
-4.5%
Q3 2021$1,728,000
-2.5%
10,208
-0.0%
0.29%
-7.1%
Q2 2021$1,773,000
-5.6%
10,210
-10.0%
0.31%
-16.1%
Q1 2021$1,879,000
+16.9%
11,346
+0.4%
0.37%
+7.0%
Q4 2020$1,607,000
+48.2%
11,301
+15.3%
0.34%
+28.0%
Q3 2020$1,084,000
+9.7%
9,801
+6.0%
0.27%
-10.4%
Q2 2020$988,000
+1764.2%
9,243
+1456.1%
0.30%
+1007.4%
Q1 2020$53,000
-48.5%
594
-20.7%
0.03%
-41.3%
Q4 2019$103,000
-4.6%
749
-13.5%
0.05%
-20.7%
Q3 2019$108,000
-0.9%
866
+3.5%
0.06%
-1.7%
Q2 2019$109,000
+12.4%
837
+11.3%
0.06%
+1.7%
Q1 2019$97,000
+27.6%
752
+12.9%
0.06%
+5.5%
Q4 2018$76,000
-87.5%
666
-84.7%
0.06%
-84.2%
Q3 2018$606,000
-16.8%
4,351
-18.8%
0.35%
-18.7%
Q2 2018$728,000
+7.9%
5,360
+2.8%
0.43%
-0.9%
Q1 2018$675,000
+0.1%
5,212
+2.7%
0.43%
-5.7%
Q4 2017$674,000
-24.2%
5,076
-27.1%
0.46%
-10.2%
Q3 2017$889,000
+3.3%
6,962
-0.7%
0.51%
-7.4%
Q2 2017$861,000
-4.9%
7,011
-4.8%
0.55%
-15.2%
Q1 2017$905,000
+7.2%
7,363
+5.6%
0.65%
-5.7%
Q4 2016$844,0006,9720.69%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 780,201$124,434,25718.47%
University of Maryland Foundation, Inc. 91,176$14,54217.40%
25 LLC 171,990$27,430,71616.73%
Mokosak Advisory Group, LLC 257,464$41,062,81116.70%
Opal Wealth Advisors, LLC 149,263$23,805,95613.93%
TrueWealth Financial Partners 79,980$12,756,03910.49%
Jacobsen Capital Management 113,659$18,127,5169.84%
BHK Investment Advisors, LLC 133,746$21,331,2079.81%
New England Capital Financial Advisors LLC 77,155$12,305,4888.48%
Brooklyn FI, LLC 95,720$15,266,4328.21%
View complete list of VANGUARD INDEX FDS shareholders