Wambolt & Associates, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,129 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.

Quarter-by-quarter ownership
Wambolt & Associates, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,084,335
-1.5%
6,909
+3.8%
0.39%
+0.5%
Q2 2023$1,100,972
-4.1%
6,656
-7.8%
0.39%
-3.7%
Q1 2023$1,147,517
+17.7%
7,223
+17.6%
0.41%
+8.5%
Q4 2022$974,994
+15.7%
6,140
+4.5%
0.38%
+4.7%
Q3 2022$843,000
-2.8%
5,876
+1.6%
0.36%
+2.6%
Q2 2022$867,000
-9.7%
5,786
+6.7%
0.35%0.0%
Q1 2022$960,000
+7.0%
5,421
+8.1%
0.35%
+7.7%
Q4 2021$897,000
+14.4%
5,015
+10.3%
0.32%
+3.2%
Q3 2021$784,000
+9.5%
4,548
+11.4%
0.31%
+3.3%
Q2 2021$716,000
+26.5%
4,083
+21.0%
0.30%
+3.1%
Q1 2021$566,000
+87.4%
3,375
+58.7%
0.30%
+63.9%
Q4 2020$302,000
+31.3%
2,126
+20.5%
0.18%
-7.7%
Q2 2019$230,000
-0.4%
1,7650.0%0.20%
-7.1%
Q1 2019$231,000
+13.8%
1,765
-1.1%
0.21%
-6.2%
Q4 2018$203,0001,7840.22%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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