NewSquare Capital LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,347 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.20 and the average weighting 0.7%.

Quarter-by-quarter ownership
NewSquare Capital LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$2,920
-4.9%
160.0%0.00%
Q1 2024$3,070
-14.7%
16
-20.0%
0.00%
Q4 2023$3,599
+12.8%
200.0%0.00%
Q3 2023$3,190
-78.3%
20
-77.5%
0.00%
-100.0%
Q2 2023$14,721
+363.7%
89
+345.0%
0.00%
Q1 2023$3,175
-67.8%
20
-67.7%
0.00%
-100.0%
Q4 2022$9,846
-1.5%
62
-22.5%
0.00%
-50.0%
Q1 2018$10,000
+400.0%
80
+321.1%
0.00%
+100.0%
Q3 2014$2,000
-87.5%
19
-87.7%
0.00%
-83.3%
Q1 2014$16,0001550.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
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