HIGHLAND CAPITAL MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,194 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.89 and the average weighting 0.7%.

Quarter-by-quarter ownership
HIGHLAND CAPITAL MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$9,333,168
-5.0%
58,519
-1.5%
0.64%
+0.3%
Q2 2023$9,824,197
+4.8%
59,397
+0.6%
0.64%
-7.9%
Q1 2023$9,372,254
+99860.0%
59,034
-0.0%
0.69%
+4.8%
Q4 2022$9,376
-99.9%
59,045
-1.4%
0.66%
-0.2%
Q3 2022$8,584,000
-5.0%
59,861
-0.8%
0.66%
+2.3%
Q2 2022$9,038,000
-16.2%
60,323
-1.6%
0.65%
+0.3%
Q1 2022$10,785,000
-4.1%
61,297
-2.5%
0.65%
+1.4%
Q4 2021$11,243,000
+6.1%
62,865
+0.4%
0.64%
-0.8%
Q3 2021$10,593,000
-3.1%
62,586
-0.6%
0.64%
-1.7%
Q2 2021$10,934,000
-10.2%
62,959
-14.3%
0.65%
-13.2%
Q1 2021$12,173,000
+14.2%
73,505
-1.9%
0.75%
+9.9%
Q4 2020$10,659,000
+27.6%
74,951
-0.8%
0.68%
+14.6%
Q3 2020$8,356,000
+4.1%
75,533
+0.6%
0.60%
-4.9%
Q2 2020$8,025,000
+20.9%
75,055
+0.4%
0.63%
+0.3%
Q1 2020$6,640,000
-36.0%
74,770
-1.2%
0.63%
-13.1%
Q4 2019$10,378,000
+9.9%
75,714
+3.3%
0.72%
+2.7%
Q3 2019$9,447,000
+20.8%
73,315
+22.4%
0.70%
+20.4%
Q2 2019$7,818,000
+5.8%
59,890
+4.4%
0.58%
+3.7%
Q1 2019$7,386,000
+19.3%
57,375
+5.7%
0.56%
+6.9%
Q4 2018$6,189,000
-17.4%
54,257
+0.9%
0.52%
-2.8%
Q3 2018$7,493,000
+7.0%
53,766
+4.3%
0.54%
+1.3%
Q2 2018$7,000,000
+9.3%
51,548
+4.1%
0.53%
+6.6%
Q1 2018$6,406,000
+3.9%
49,498
+6.6%
0.50%
+6.4%
Q4 2017$6,164,000
+17.7%
46,426
+13.3%
0.47%
+13.0%
Q3 2017$5,235,000
+12.8%
40,965
+8.5%
0.42%
+11.5%
Q2 2017$4,641,000
-1.7%
37,758
-1.7%
0.37%
-4.1%
Q1 2017$4,720,000
-1.8%
38,416
-3.3%
0.39%
-4.0%
Q4 2016$4,805,000
+15.8%
39,709
+5.9%
0.40%
+15.7%
Q3 2016$4,149,000
+15.0%
37,491
+9.4%
0.35%
+12.2%
Q2 2016$3,608,000
+27.0%
34,257
+22.8%
0.31%
+28.4%
Q1 2016$2,842,000
+5.3%
27,893
+2.1%
0.24%
+11.5%
Q4 2015$2,698,000
+3.3%
27,312
+1.3%
0.22%
-0.5%
Q3 2015$2,611,000
-8.0%
26,956
+2.4%
0.22%
+0.5%
Q2 2015$2,839,000
-7.6%
26,334
-6.2%
0.22%
-63.7%
Q1 2015$3,072,000
+14.8%
28,084
+11.0%
0.60%
+20.0%
Q4 2014$2,675,000
-27.6%
25,292
-31.7%
0.50%
-30.8%
Q3 2014$3,693,000
+49.6%
37,025
+58.2%
0.72%
+57.2%
Q2 2014$2,469,000
+3.6%
23,403
-1.2%
0.46%
-0.9%
Q1 2014$2,383,000
+14.4%
23,680
+10.7%
0.46%
+11.8%
Q4 2013$2,083,000
+50.3%
21,390
+39.3%
0.42%
+35.6%
Q3 2013$1,386,000
+8.2%
15,356
+0.3%
0.31%
+4.8%
Q2 2013$1,281,00015,3100.29%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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