Sowell Financial Services LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,197 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.78 and the average weighting 0.7%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,449,000
+13.9%
21,625
+18.1%
0.22%
+27.8%
Q2 2023$3,027,000
+82133.1%
18,306
-21.0%
0.17%
-40.5%
Q1 2023$3,681
+3.2%
23,185
+3.2%
0.28%
+22.9%
Q4 2022$3,568
-99.9%
22,467
-0.8%
0.23%
-29.4%
Q3 2022$3,248,000
-7.0%
22,653
+16.0%
0.33%
+63.5%
Q4 2021$3,494,000
-10.7%
19,535
-15.5%
0.20%
-24.2%
Q3 2021$3,911,000
-8.7%
23,109
-6.3%
0.26%
-7.0%
Q2 2021$4,284,000
-86.9%
24,667
-86.7%
0.28%
-75.0%
Q1 2021$32,612,000
+12.1%
185,878
-9.1%
1.14%
-8.7%
Q4 2020$29,089,000
+29.2%
204,551
+0.5%
1.24%
+10.5%
Q3 2020$22,515,000
+16.8%
203,520
+12.9%
1.12%
+6.2%
Q2 2020$19,269,000
+123.7%
180,217
+85.8%
1.06%
+66.2%
Q1 2020$8,612,000
+747.6%
96,983
+1207.9%
0.64%
+727.3%
Q4 2019$1,016,000
+1081.4%
7,415
+1008.4%
0.08%
+1000.0%
Q3 2019$86,0006690.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 1,143,976$171,390,00019.06%
Mokosak Advisory Group, LLC 237,660$35,605,00017.00%
University of Maryland Foundation, Inc. 91,176$13,660,00011.30%
TrueWealth Financial Partners 67,405$10,099,00010.59%
BHK Investment Advisors, LLC 137,011$20,527,0009.23%
Jacobsen Capital Management 113,382$16,987,0009.04%
Bishop & Co Investment Management, LLC 120,805$18,099,0009.02%
Family CFO Inc 51,815$7,762,913,0008.48%
TOTAL INVESTMENT MANAGEMENT INC 308,380$46,202,0008.38%
Center for Financial Planning, Inc. 217,616$32,603,0008.28%
View complete list of VANGUARD INDEX FDS shareholders