EVERGREEN CAPITAL MANAGEMENT LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,064 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.7%.

Quarter-by-quarter ownership
EVERGREEN CAPITAL MANAGEMENT LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
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 Q3 2022
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 1,143,976$171,390,00019.06%
Mokosak Advisory Group, LLC 237,660$35,605,00017.00%
University of Maryland Foundation, Inc. 91,176$13,660,00011.30%
TrueWealth Financial Partners 67,405$10,099,00010.59%
BHK Investment Advisors, LLC 137,011$20,527,0009.23%
Jacobsen Capital Management 113,382$16,987,0009.04%
Bishop & Co Investment Management, LLC 120,805$18,099,0009.02%
Family CFO Inc 51,815$7,762,913,0008.48%
TOTAL INVESTMENT MANAGEMENT INC 308,380$46,202,0008.38%
Center for Financial Planning, Inc. 217,616$32,603,0008.28%
View complete list of VANGUARD INDEX FDS shareholders