Surevest, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.

Quarter-by-quarter ownership
Surevest, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$171,000
-3.9%
1,190
+0.3%
0.05%0.0%
Q2 2022$178,000
-14.8%
1,187
+0.2%
0.05%
-6.0%
Q1 2022$209,000
-1.4%
1,185
+0.2%
0.05%0.0%
Q4 2021$212,000
+6.0%
1,183
+0.3%
0.05%
-2.0%
Q3 2021$200,000
-2.9%
1,180
-0.4%
0.05%
-5.6%
Q2 2021$206,000
-7.6%
1,185
-24.3%
0.05%
-27.0%
Q4 2020$223,000
-46.5%
1,566
-66.6%
0.07%
-67.4%
Q1 2020$417,000
-48.6%
4,693
-20.7%
0.23%
-34.4%
Q4 2019$811,000
-2.1%
5,919
-7.9%
0.35%
-15.0%
Q3 2019$828,000
-6.5%
6,428
-5.2%
0.41%
-11.5%
Q2 2019$886,000
-22.3%
6,784
-23.4%
0.46%
-34.5%
Q1 2019$1,140,000
+1.6%
8,859
-10.0%
0.70%
-20.8%
Q4 2018$1,122,0009,8380.89%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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