CLIFTONLARSONALLEN WEALTH ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 986 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.81 and the average weighting 0.7%.

Quarter-by-quarter ownership
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$1,916,643
-0.3%
10,501
+4.8%
0.04%
-6.8%
Q1 2024$1,922,830
+6.6%
10,0210.0%0.04%
-2.2%
Q4 2023$1,803,480
+9.0%
10,021
-3.4%
0.04%
-2.2%
Q3 2023$1,654,550
-6.0%
10,374
-2.5%
0.05%
-6.1%
Q2 2023$1,760,022
-10.7%
10,641
-14.3%
0.05%
-15.5%
Q1 2023$1,971,800
-4.2%
12,420
-4.2%
0.06%
-24.7%
Q4 2022$2,058,048
+90.4%
12,960
+102.9%
0.08%
+83.3%
Q3 2021$1,081,000
-2.2%
6,387
+0.4%
0.04%
-6.7%
Q2 2021$1,105,0006,3640.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 1,148,489$182,380,07525.64%
Mokosak Advisory Group, LLC 242,614$38,599,07617.26%
University of Maryland Foundation, Inc. 91,176$14,47916.47%
Arista Wealth Management, LLC 140,084$22,239,69914.04%
TrueWealth Financial Partners 69,953$11,108,51310.77%
BHK Investment Advisors, LLC 104,379$16,575,3549.32%
Bishop & Co Investment Management, LLC 120,701$19,1679.31%
Efficient Advisors, LLC 572,185$90,862,9139.24%
Jacobsen Capital Management 102,696$16,3088.69%
New England Capital Financial Advisors LLC 72,972$12,182,0028.64%
View complete list of VANGUARD INDEX FDS shareholders