Pensionmark Financial Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 33 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Pensionmark Financial Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$19,959,511
+2752.3%
125,146
+2857.8%
3.95%
+2828.9%
Q2 2023$699,779
-56.8%
4,231
-58.6%
0.14%
-60.1%
Q1 2023$1,621,044
-88.3%
10,211
-88.3%
0.34%
-89.4%
Q4 2022$13,897,920
+2325.5%
87,518
+2089.6%
3.19%
+2243.4%
Q3 2022$573,000
-14.0%
3,997
-1.8%
0.14%
-2.9%
Q2 2022$666,000
-93.7%
4,069
-93.2%
0.14%
-93.6%
Q1 2022$10,530,000
-3.0%
59,847
-4.1%
2.19%
-3.8%
Q4 2021$10,860,000
+2260.9%
62,375
+2196.6%
2.27%
+2084.6%
Q3 2021$460,000
-17.3%
2,716
-15.2%
0.10%
-18.1%
Q2 2021$556,000
-4.8%
3,203
-5.7%
0.13%
-9.9%
Q1 2021$584,000
-1.2%
3,398
-9.1%
0.14%
-6.0%
Q4 2020$591,000
+34.0%
3,739
-6.3%
0.15%
-0.7%
Q3 2020$441,000
+2.8%
3,990
+9.6%
0.15%
+0.7%
Q2 2020$429,000
+45.9%
3,640
+9.9%
0.15%
+10.3%
Q1 2020$294,000
-33.9%
3,311
+2.1%
0.14%
-21.8%
Q4 2019$445,000
+11.5%
3,244
+4.9%
0.17%
+1.8%
Q3 2019$399,000
+10.5%
3,093
+9.3%
0.17%
+7.5%
Q2 2019$361,000
+13.9%
2,830
+15.5%
0.16%
+10.4%
Q1 2019$317,000
-5.4%
2,450
-5.0%
0.14%
-4.0%
Q4 2018$335,0002,5800.15%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Mokosak Advisory Group, LLC 174,181$22,452,00014.83%
Zhang Financial LLC 234,102$30,150,00012.74%
Efficient Advisors, LLC 325,688$41,965,0007.67%
Polianta Ltd 87,100$11,222,0007.13%
Bishop & Co Investment Management, LLC 74,512$9,601,0006.98%
Wealth Architects, LLC 172,552$22,233,0006.77%
NewFocus Financial Group, LLC 115,330$14,860,0006.52%
BHK Investment Advisors, LLC 82,886$10,680,0006.17%
INSPIRION WEALTH ADVISORS, LLC 106,210$13,685,0005.99%
Hardy Reed LLC 113,164$14,581,0005.82%
View complete list of VANGUARD INDEX FDS shareholders