WealthOne, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 975 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.6%.

Quarter-by-quarter ownership
WealthOne, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2022$235,000
-35.6%
1,338
-38.0%
0.08%
-39.4%
Q3 2021$365,000
-9.2%
2,158
-6.7%
0.14%
-12.7%
Q2 2021$402,000
-23.7%
2,312
-27.3%
0.16%
-30.8%
Q1 2021$527,000
+14.3%
3,181
-2.0%
0.23%
+2.3%
Q4 2020$461,000
+14.4%
3,245
-10.9%
0.22%
-2.2%
Q3 2020$403,000
-10.8%
3,643
-13.8%
0.23%
-18.1%
Q2 2020$452,000
+62.6%
4,224
+35.2%
0.28%
+30.0%
Q1 2020$278,000
+38.3%
3,125
+102.5%
0.21%
+50.0%
Q2 2019$201,000
-0.5%
1,543
-1.8%
0.14%
-37.7%
Q1 2019$202,000
+13.5%
1,572
+0.4%
0.23%
+46.2%
Q4 2018$178,0001,5660.16%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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