BerganKDV Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 888 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 2.47 and the average weighting 0.6%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$165,400
+4.2%
1,0000.0%0.02%
+6.2%
Q1 2023$158,760
-9.5%
1,000
-9.5%
0.02%
-15.8%
Q4 2022$175,474
+22.7%
1,105
+10.5%
0.02%
+11.8%
Q3 2022$143,000
-4.7%
1,0000.0%0.02%0.0%
Q2 2022$150,000
-14.8%
1,0000.0%0.02%
-10.5%
Q1 2022$176,000
-53.7%
1,000
-52.9%
0.02%
-52.5%
Q4 2021$380,000
+120.9%
2,122
+108.9%
0.04%
+110.5%
Q3 2021$172,000
-2.3%
1,0160.0%0.02%
-9.5%
Q2 2021$176,000
+6.0%
1,016
+1.6%
0.02%0.0%
Q1 2021$166,000
+16.9%
1,0000.0%0.02%
+5.0%
Q4 2020$142,000
+27.9%
1,0000.0%0.02%
+11.1%
Q3 2020$111,000
-29.3%
1,000
-31.9%
0.02%
-33.3%
Q2 2020$157,000
+67.0%
1,468
+38.6%
0.03%
+42.1%
Q1 2020$94,000
-35.2%
1,0590.0%0.02%
-26.9%
Q4 2019$145,000
+6.6%
1,0590.0%0.03%
-3.7%
Q3 2019$136,000
-5.6%
1,059
-3.7%
0.03%
-3.6%
Q2 2019$144,000
-2.7%
1,100
-4.4%
0.03%
-6.7%
Q1 2019$148,000
+13.0%
1,1510.0%0.03%
-3.2%
Q4 2018$131,000
-16.6%
1,151
+2.1%
0.03%
-8.8%
Q3 2018$157,000
+2.6%
1,1270.0%0.03%0.0%
Q2 2018$153,0001,1270.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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