EVERGREEN CAPITAL MANAGEMENT LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,131 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.

Quarter-by-quarter ownership
EVERGREEN CAPITAL MANAGEMENT LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$602,184
-4.3%
3,2810.0%0.02%
-8.3%
Q1 2024$629,559
+6.6%
3,2810.0%0.02%0.0%
Q4 2023$590,482
+12.3%
3,281
-0.5%
0.02%
+4.3%
Q3 2023$525,999
-3.6%
3,2980.0%0.02%0.0%
Q2 2023$545,490
+56.2%
3,298
+50.0%
0.02%
+43.8%
Q1 2023$349,114
+4.9%
2,199
+4.9%
0.02%0.0%
Q4 2022$332,919
+4.7%
2,096
-5.4%
0.02%
-5.9%
Q3 2022$318,000
-4.8%
2,216
-0.5%
0.02%0.0%
Q2 2022$334,000
-8.7%
2,228
+7.1%
0.02%
+13.3%
Q1 2022$366,000
+7.3%
2,080
+9.1%
0.02%
+7.1%
Q4 2021$341,000
+5.6%
1,9060.0%0.01%
-6.7%
Q3 2021$323,0001,9060.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
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