Facet Wealth, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,197 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.78 and the average weighting 0.7%.

Quarter-by-quarter ownership
Facet Wealth, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,890,936
+124.4%
51,993
+155.0%
0.39%
+116.8%
Q2 2023$3,516,503
-1.8%
20,387
-9.6%
0.18%
-17.5%
Q1 2023$3,579,473
+135.5%
22,546
+138.1%
0.22%
+88.7%
Q3 2022$1,520,000
+3.6%
9,468
-3.3%
0.12%
-10.2%
Q2 2022$1,467,000
-17.6%
9,789
-3.3%
0.13%
-16.9%
Q1 2022$1,781,000
-2.8%
10,125
-1.2%
0.15%
-9.4%
Q4 2021$1,833,000
+7.0%
10,251
+1.3%
0.17%
-13.3%
Q3 2021$1,713,000
-3.5%
10,123
-1.0%
0.20%
-19.7%
Q2 2021$1,775,000
-9.1%
10,222
-13.3%
0.24%
-29.1%
Q1 2021$1,952,000
+3.2%
11,786
-11.4%
0.34%
-22.2%
Q4 2020$1,891,00013,3000.44%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 1,150,621$182,672,65226.42%
Mokosak Advisory Group, LLC 240,523$38,188,92816.27%
25 LLC 166,405$25,627,99715.84%
University of Maryland Foundation, Inc. 91,176$14,47515.78%
TrueWealth Financial Partners 75,394$11,969,58410.32%
Arista Wealth Management, LLC 110,127$17,483,7589.54%
BHK Investment Advisors, LLC 134,798$21,400,5929.35%
Jacobsen Capital Management 105,951$16,820,7099.01%
Bishop & Co Investment Management, LLC 121,055$19,218,6898.85%
New England Capital Financial Advisors LLC 73,041$11,596,0458.19%
View complete list of VANGUARD INDEX FDS shareholders