Perigon Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,116 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
Perigon Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,162,203
-51.9%
38,636
-50.1%
0.25%
-0.8%
Q2 2023$12,810,718
+153.0%
77,452
+142.8%
0.25%
-12.5%
Q1 2023$5,064,201
+2.3%
31,898
+2.3%
0.29%
+88.2%
Q4 2022$4,951,236
+77.8%
31,179
+60.6%
0.15%
-36.5%
Q3 2022$2,785,000
+3.5%
19,418
+8.2%
0.24%
+7.1%
Q2 2022$2,690,000
+38.8%
17,952
+63.0%
0.22%
+64.2%
Q1 2022$1,938,000
+23.2%
11,016
+25.2%
0.14%
+22.3%
Q4 2021$1,573,000
+16.6%
8,798
+10.4%
0.11%
-4.3%
Q3 2021$1,349,000
+0.9%
7,971
+3.5%
0.12%
-1.7%
Q2 2021$1,337,000
+40.7%
7,700
+34.3%
0.12%
+22.7%
Q1 2021$950,000
+21.6%
5,734
+4.4%
0.10%
+6.6%
Q4 2020$781,000
+51.4%
5,494
+17.7%
0.09%
+26.4%
Q3 2020$516,000
+86.3%
4,666
+80.1%
0.07%
+63.6%
Q2 2020$277,000
-27.5%
2,591
-33.7%
0.04%
-38.0%
Q1 2020$382,000
-36.2%
3,908
-11.1%
0.07%
-41.8%
Q4 2019$599,000
+77.7%
4,398
+67.2%
0.12%
+54.4%
Q3 2019$337,000
+3.4%
2,630
+5.3%
0.08%
+3.9%
Q2 2019$326,000
+16.8%
2,497
+18.1%
0.08%
+16.9%
Q1 2019$279,000
+28.0%
2,114
+21.8%
0.06%
+16.1%
Q4 2018$218,000
+296.4%
1,736
+310.4%
0.06%
+180.0%
Q1 2018$55,000
-1.8%
4230.0%0.02%
-4.8%
Q4 2017$56,000
+3.7%
4230.0%0.02%
+16.7%
Q3 2017$54,0000.0%423
-4.1%
0.02%
+50.0%
Q2 2017$54,0000.0%4410.0%0.01%
+9.1%
Q1 2017$54,000
-1.8%
4410.0%0.01%
-8.3%
Q4 2016$55,000
+2650.0%
441
+2350.0%
0.01%
+1100.0%
Q3 2016$2,000
-99.9%
18
-99.9%
0.00%
-99.6%
Q3 2011$2,785,00019,4180.24%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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