SPINNAKER TRUST - 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
SPINNAKER TRUST ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,892,358
-7.4%
36,945
-4.0%
0.44%
-3.9%
Q2 2023$6,366,411
-15.0%
38,491
-18.4%
0.46%
-18.7%
Q1 2023$7,489,662
+99868.8%
47,176
-0.0%
0.57%
-2.7%
Q4 2022$7,492
-99.9%
47,181
-2.6%
0.58%
+1.4%
Q3 2022$6,946,000
-4.7%
48,441
-0.5%
0.58%
+2.5%
Q2 2022$7,291,000
-15.6%
48,664
-0.9%
0.56%
-3.4%
Q1 2022$8,638,000
-1.9%
49,096
-0.3%
0.58%
+3.2%
Q4 2021$8,806,000
+5.0%
49,234
-0.7%
0.56%
-3.4%
Q3 2021$8,390,000
-12.7%
49,568
-10.5%
0.58%
-12.8%
Q2 2021$9,615,000
+0.4%
55,369
-4.2%
0.67%
-6.7%
Q1 2021$9,573,000
+20.5%
57,809
+3.5%
0.72%
+13.4%
Q4 2020$7,944,000
-2.7%
55,867
-24.3%
0.63%
-12.6%
Q3 2020$8,166,000
+152.5%
73,816
+144.0%
0.72%
+135.8%
Q2 2020$3,234,000
+20.4%
30,2550.0%0.31%
+4.1%
Q1 2020$2,686,000
-38.1%
30,255
-4.4%
0.30%
-25.5%
Q4 2019$4,336,00031,6350.40%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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