Wealthspire Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,129 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.

Quarter-by-quarter ownership
Wealthspire Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$8,351,052
-7.1%
52,361
-3.7%
0.14%
-6.1%
Q2 2023$8,993,072
-3.8%
54,372
-7.7%
0.15%
-8.1%
Q1 2023$9,351,537
-16.2%
58,904
-16.2%
0.16%
-21.2%
Q4 2022$11,157,172
+25.5%
70,259
+13.3%
0.20%
+9.1%
Q3 2022$8,889,000
+163.9%
61,988
+175.8%
0.19%
+165.7%
Q2 2022$3,368,000
-12.8%
22,478
+2.4%
0.07%
-19.5%
Q1 2022$3,863,000
+29.1%
21,957
+31.3%
0.09%
+31.8%
Q4 2021$2,992,000
+29.6%
16,727
+22.6%
0.07%
+37.5%
Q3 2021$2,309,000
-10.1%
13,642
-7.8%
0.05%
-29.4%
Q2 2021$2,569,000
+2.2%
14,795
-2.5%
0.07%
+13.3%
Q1 2021$2,514,000
+167.4%
15,177
+129.6%
0.06%
+114.3%
Q4 2020$940,000
+118.6%
6,609
+36.5%
0.03%
+55.6%
Q1 2020$430,0004,842
+242000.0%
0.02%
Q4 2018$020.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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