TFO Wealth Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.

Quarter-by-quarter ownership
TFO Wealth Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$542,4110.0%3,2790.0%0.11%
-0.9%
Q2 2023$542,411
+4.2%
3,279
+0.0%
0.11%0.0%
Q1 2023$520,341
-85.3%
3,278
-92.4%
0.11%
-86.1%
Q4 2022$3,545,152
+619.1%
42,982
+1149.8%
0.82%
+565.0%
Q3 2022$493,000
-2.0%
3,439
+2.4%
0.12%
+8.8%
Q2 2022$503,000
-21.7%
3,359
-7.9%
0.11%
-11.0%
Q1 2022$642,000
-26.1%
3,646
-26.9%
0.13%
-24.0%
Q4 2021$869,000
+30.3%
4,991
+26.6%
0.17%
+26.5%
Q3 2021$667,000
-6.1%
3,941
-4.1%
0.13%
-5.7%
Q2 2021$710,000
+3.2%
4,108
-1.1%
0.14%
-32.0%
Q1 2021$688,000
+11.1%
4,154
-4.5%
0.21%
+4.6%
Q4 2020$619,000
+98.4%
4,352
+54.2%
0.20%
+64.2%
Q3 2020$312,000
-51.6%
2,823
-53.2%
0.12%
-52.8%
Q2 2020$644,000
+51.2%
6,026
+25.3%
0.25%
+38.8%
Q1 2020$426,000
-42.4%
4,808
-10.9%
0.18%
-73.1%
Q4 2019$739,0005,3980.68%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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