EVERGREEN CAPITAL MANAGEMENT LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 776 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.90 and the average weighting 0.5%.

Quarter-by-quarter ownership
EVERGREEN CAPITAL MANAGEMENT LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$524,888
-6.8%
2,4510.0%0.02%
-4.2%
Q2 2023$562,999
+49.0%
2,451
+40.3%
0.02%
+41.2%
Q1 2023$377,965
+17.8%
1,747
+9.3%
0.02%
+13.3%
Q4 2022$320,740
-26.1%
1,599
-28.1%
0.02%
-34.8%
Q3 2022$434,000
-1.4%
2,224
-0.4%
0.02%0.0%
Q2 2022$440,000
-18.4%
2,234
+2.8%
0.02%
+4.5%
Q1 2022$539,000
+48.9%
2,174
+69.3%
0.02%
+57.1%
Q4 2021$362,000
+1.7%
1,284
+1.2%
0.01%
-12.5%
Q3 2021$356,0001,2690.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Bromfield Sneider Wealth Advisors 56,692$13,706,3149.28%
FC Advisory LLC 40,734$9,848,1713.81%
Dentgroup LLC 8,868$2,144,0841.90%
Curbstone Financial Management Corp 13,470$3,256,6420.74%
JUNCTURE WEALTH STRATEGIES, LLC 6,529$1,578,5160.72%
Harbour Capital Advisors, LLC 6,961$1,615,3000.44%
Richard P Slaughter Associates Inc 6,962$1,683,2020.42%
CHERRYDALE WEALTH MANAGEMENT, LLC 2,803$677,6050.35%
MASSMUTUAL TRUST CO FSB/ADV 39,644$9,584,7300.32%
WALLER FINANCIAL PLANNING GROUP, INC 3,507$848,0030.22%
View complete list of VANGUARD INDEX FDS shareholders