Fieldpoint Private Securities, 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
Fieldpoint Private Securities, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2022$323,000
-57.9%
2,156
-50.6%
0.09%
-40.5%
Q1 2022$768,000
-49.3%
4,366
-48.5%
0.16%
-46.8%
Q4 2021$1,515,000
+27.7%
8,470
+20.8%
0.30%
+12.9%
Q3 2021$1,186,000
+2.1%
7,010
+4.5%
0.26%
+3.5%
Q2 2021$1,162,000
-28.1%
6,708
-31.3%
0.25%
-32.6%
Q1 2021$1,616,000
+33.0%
9,759
+14.2%
0.38%
+36.6%
Q4 2020$1,215,000
+225.7%
8,542
+153.2%
0.28%
+150.9%
Q3 2020$373,000
-5.1%
3,374
-8.3%
0.11%
-17.3%
Q2 2020$393,0003,6780.13%
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