Linscomb Wealth, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 965 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 1.29 and the average weighting 0.7%.

Quarter-by-quarter ownership
Linscomb Wealth, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,417,619
-18.7%
15,158
-15.6%
0.14%
-11.9%
Q2 2023$2,971,999
-2.7%
17,969
-6.6%
0.16%0.0%
Q1 2023$3,053,617
-4.6%
19,234
-4.6%
0.16%
-1.2%
Q4 2022$3,200,061
+18.9%
20,152
+7.3%
0.16%
-0.6%
Q3 2022$2,692,000
-3.5%
18,774
+0.8%
0.16%
+1.9%
Q2 2022$2,789,000
-21.5%
18,616
-7.9%
0.16%
-5.9%
Q1 2022$3,555,000
+7.1%
20,206
+8.9%
0.17%
+7.6%
Q4 2021$3,319,000
+4.5%
18,556
-1.1%
0.16%
-3.7%
Q3 2021$3,176,000
+2.1%
18,765
+4.7%
0.16%
+3.1%
Q2 2021$3,112,000
+9.4%
17,923
+4.3%
0.16%
+2.6%
Q1 2021$2,844,000
+19.7%
17,176
+2.9%
0.16%
+9.2%
Q4 2020$2,375,000
+39.1%
16,698
+8.2%
0.14%
+20.3%
Q3 2020$1,707,000
+26.8%
15,434
+22.6%
0.12%
+20.4%
Q2 2020$1,346,000
+46.6%
12,588
+21.8%
0.10%
+21.0%
Q1 2020$918,000
+38.0%
10,336
+112.9%
0.08%
+88.4%
Q4 2019$665,000
+187.9%
4,854
+170.6%
0.04%
+126.3%
Q3 2019$231,0001,7940.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
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