Pasadena Private Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,116 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.

Quarter-by-quarter ownership
Pasadena Private Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$18,331,763
+2.2%
114,940
+6.0%
5.49%
+8.6%
Q2 2023$17,943,455
+12.5%
108,485
+8.0%
5.06%
+9.5%
Q1 2023$15,952,324
-4.7%
100,481
-4.6%
4.62%
-10.6%
Q4 2022$16,731,605
+21.8%
105,363
+10.0%
5.16%
+6.8%
Q3 2022$13,738,000
-0.2%
95,800
+4.2%
4.84%
+2.6%
Q2 2022$13,772,000
-2.8%
91,927
+14.2%
4.71%
+2.2%
Q1 2022$14,162,000
-11.6%
80,496
-10.2%
4.61%
-12.1%
Q4 2021$16,027,000
+7.4%
89,609
+1.7%
5.25%
+0.4%
Q3 2021$14,916,000
-3.6%
88,123
-1.1%
5.22%
-1.4%
Q2 2021$15,479,000
+7.4%
89,136
+2.4%
5.30%
+1.6%
Q1 2021$14,412,000
+16.5%
87,022
+0.0%
5.22%
+11.5%
Q4 2020$12,373,000
+20.0%
87,007
-6.6%
4.68%
+16.9%
Q3 2020$10,311,000
-6.5%
93,201
-9.7%
4.00%
-4.4%
Q2 2020$11,032,000
+34.6%
103,181
+17.7%
4.18%
+24.0%
Q1 2020$8,198,000
-19.6%
87,628
+17.9%
3.38%
-24.5%
Q4 2019$10,192,000
+6.6%
74,354
+0.2%
4.47%
+1.3%
Q3 2019$9,563,000
-1.2%
74,216
+0.1%
4.41%
-3.7%
Q2 2019$9,682,000
+15.0%
74,166
+13.4%
4.58%
-49.7%
Q1 2019$8,420,000
+40.7%
65,405
+24.7%
9.11%
+13.9%
Q4 2018$5,984,00052,4628.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 1,148,489$182,380,07525.64%
Mokosak Advisory Group, LLC 242,614$38,599,07617.26%
University of Maryland Foundation, Inc. 91,176$14,47916.47%
Arista Wealth Management, LLC 140,084$22,239,69914.04%
TrueWealth Financial Partners 69,953$11,108,51310.77%
BHK Investment Advisors, LLC 104,379$16,575,3549.32%
Bishop & Co Investment Management, LLC 120,701$19,1679.31%
Efficient Advisors, LLC 572,185$90,862,9139.24%
Jacobsen Capital Management 102,696$16,3088.69%
New England Capital Financial Advisors LLC 72,972$12,182,0028.64%
View complete list of VANGUARD INDEX FDS shareholders