Balentine LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,194 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.89 and the average weighting 0.7%.

Quarter-by-quarter ownership
Balentine LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$65,072
-3.6%
4080.0%0.00%0.0%
Q2 2023$67,483
+4.2%
4080.0%0.00%0.0%
Q1 2023$64,774
-0.0%
4080.0%0.00%0.0%
Q4 2022$64,790
+1195.8%
408
+768.1%
0.00%
Q3 2020$5,0000.0%47
+2.2%
0.00%
Q2 2020$5,000
+25.0%
46
-2.1%
0.00%
Q1 2020$4,000
-33.3%
47
+2.2%
0.00%
Q4 2019$6,0000.0%460.0%0.00%
Q3 2019$6,000460.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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