HM PAYSON & CO - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 727 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.5%.

Quarter-by-quarter ownership
HM PAYSON & CO ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$23,924
-3.6%
1500.0%0.00%0.0%
Q2 2023$24,810
-76.3%
150
-77.3%
0.00%
-66.7%
Q1 2023$104,777
-0.0%
6600.0%0.00%0.0%
Q4 2022$104,803
+6.9%
660
-3.1%
0.00%0.0%
Q3 2022$98,000
-2.0%
681
+2.1%
0.00%0.0%
Q2 2022$100,000
-13.8%
667
+1.1%
0.00%0.0%
Q1 2022$116,000
-1.7%
6600.0%0.00%0.0%
Q4 2021$118,000
+37.2%
660
+30.4%
0.00%
+50.0%
Q3 2021$86,000
-2.3%
506
+0.2%
0.00%0.0%
Q2 2021$88,000
+76.0%
505
+68.3%
0.00%
+100.0%
Q1 2021$50,000
+16.3%
3000.0%0.00%0.0%
Q4 2020$43,000
+30.3%
3000.0%0.00%0.0%
Q3 2020$33,000
+3.1%
3000.0%0.00%0.0%
Q2 2020$32,000
+18.5%
3000.0%0.00%0.0%
Q1 2020$27,000
-47.1%
300
-18.7%
0.00%
-50.0%
Q4 2019$51,000
+30.8%
369
+23.0%
0.00%
+100.0%
Q3 2019$39,0000.0%3000.0%0.00%0.0%
Q2 2019$39,000
-87.9%
300
-87.0%
0.00%
-92.9%
Q3 2018$321,000
+0.3%
2,302
-2.2%
0.01%0.0%
Q2 2018$320,0002,3540.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
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