Performa Ltd (US), LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,165 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.

Quarter-by-quarter ownership
Performa Ltd (US), LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,535,419
+12625.1%
34,707
+13096.6%
2.63%
+12428.6%
Q2 2023$43,500
-91.9%
263
-92.2%
0.02%
-93.2%
Q4 2022$535,156
+10.8%
3,3700.0%0.31%
-4.0%
Q3 2022$483,000
+147.7%
3,370
+91.5%
0.32%
+92.8%
Q3 2020$195,0001,7600.17%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
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