Sageworth Trust Co - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,129 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.

Quarter-by-quarter ownership
Sageworth Trust Co ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,610,216
-7.4%
22,636
-4.0%
0.26%
-3.6%
Q2 2023$3,900,463
+4.2%
23,5820.0%0.28%
-0.7%
Q1 2023$3,743,878
+99843.4%
23,582
-0.0%
0.28%
-7.0%
Q4 2022$3,746
-99.9%
23,5910.0%0.30%
-0.3%
Q3 2022$3,383,000
-4.3%
23,5910.0%0.30%
-1.6%
Q2 2022$3,535,000
-14.8%
23,5910.0%0.30%
-6.2%
Q1 2022$4,151,000
-1.6%
23,5910.0%0.32%
-1.2%
Q4 2021$4,219,000
+5.7%
23,5910.0%0.33%
+2.5%
Q3 2021$3,993,000
-2.5%
23,5910.0%0.32%
-0.9%
Q2 2021$4,097,000
+10.3%
23,591
+5.1%
0.32%
+4.5%
Q1 2021$3,716,000
+50.6%
22,442
+29.3%
0.31%
+37.3%
Q4 2020$2,468,000
+166.8%
17,352
+107.4%
0.22%
+125.0%
Q3 2020$925,000
+334.3%
8,365
+279.5%
0.10%
+63.9%
Q3 2015$213,000
-10.5%
2,2040.0%0.06%
-20.8%
Q2 2015$238,000
-1.2%
2,2040.0%0.08%
-2.5%
Q1 2015$241,000
+3.4%
2,2040.0%0.08%
+11.3%
Q4 2014$233,0002,2040.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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