StrategIQ Financial Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 975 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.6%.

Quarter-by-quarter ownership
StrategIQ Financial Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$222,170
-3.6%
1,3930.0%0.03%0.0%
Q2 2023$230,403
+4.2%
1,3930.0%0.03%0.0%
Q1 2023$221,153
-0.0%
1,3930.0%0.03%0.0%
Q4 2022$221,208
+3.4%
1,393
-6.7%
0.03%
-3.7%
Q3 2022$214,000
-4.5%
1,4930.0%0.03%0.0%
Q2 2022$224,000
-14.8%
1,4930.0%0.03%
-6.9%
Q1 2022$263,000
-1.5%
1,4930.0%0.03%
+7.4%
Q4 2021$267,000
+5.5%
1,4930.0%0.03%
-46.0%
Q3 2021$253,000
-1.6%
1,493
+0.9%
0.05%
-2.0%
Q2 2021$257,000
+1.6%
1,479
-3.3%
0.05%
-3.8%
Q1 2021$253,000
+16.6%
1,5290.0%0.05%
+8.2%
Q4 2020$217,000
-3.1%
1,529
-6.5%
0.05%
-15.5%
Q4 2019$224,000
+5.2%
1,635
-1.1%
0.06%
-3.3%
Q3 2019$213,000
-2.3%
1,654
-1.0%
0.06%
-4.8%
Q2 2019$218,000
+1.4%
1,6700.0%0.06%
-4.5%
Q1 2019$215,000
-35.0%
1,670
-29.8%
0.07%
-37.1%
Q3 2018$331,000
-4.6%
2,378
-7.1%
0.10%
-12.5%
Q2 2018$347,000
+5.5%
2,559
+0.7%
0.12%
-7.7%
Q1 2018$329,000
-40.6%
2,541
-39.1%
0.13%
-39.8%
Q4 2017$554,000
+4.1%
4,170
+0.1%
0.22%
+0.9%
Q3 2017$532,000
+3.9%
4,1650.0%0.21%
-1.4%
Q2 2017$512,0000.0%4,1650.0%0.22%
-6.5%
Q1 2017$512,000
+2.2%
4,165
+0.5%
0.23%
-7.2%
Q4 2016$501,000
+9.4%
4,144
+0.0%
0.25%
-0.8%
Q3 2016$458,000
-0.7%
4,143
-5.3%
0.25%
-6.7%
Q2 2016$461,0004,3750.27%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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