Cedar Brook Financial Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,314 filers reported holding VANGUARD INDEX FDS in Q2 2024. The put-call ratio across all filers is 0.51 and the average weighting 0.7%.

Quarter-by-quarter ownership
Cedar Brook Financial Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2024$2,968,548
+22.5%
15,471
+12.5%
0.59%
+8.9%
Q4 2023$2,424,185
+45.5%
13,758
+31.7%
0.54%
+23.9%
Q3 2023$1,665,646
-10.3%
10,444
-7.0%
0.44%
-1.6%
Q2 2023$1,856,684
+5.0%
11,225
+0.8%
0.44%
-2.6%
Q1 2023$1,768,681
+5.9%
11,141
+5.9%
0.45%
-3.6%
Q4 2022$1,670,710
+8.5%
10,521
-2.0%
0.47%
-4.8%
Q3 2022$1,539,758
-1.7%
10,738
+2.6%
0.50%
+0.8%
Q2 2022$1,567,000
-7.8%
10,461
+8.3%
0.49%
+11.3%
Q1 2022$1,699,000
-7.2%
9,658
-5.6%
0.44%
-6.0%
Q4 2021$1,830,000
+13.5%
10,231
+7.3%
0.47%
-3.1%
Q3 2021$1,613,000
-1.2%
9,533
+1.4%
0.48%
+2.5%
Q2 2021$1,632,000
-2.5%
9,400
-6.9%
0.47%
-18.6%
Q1 2021$1,673,000
+34.4%
10,100
+15.4%
0.58%
+31.5%
Q4 2020$1,245,000
+29.6%
8,751
+0.8%
0.44%
+17.0%
Q3 2020$961,000
-3.0%
8,684
-6.3%
0.38%
-14.7%
Q2 2020$991,000
-12.1%
9,272
-26.9%
0.44%
-29.4%
Q1 2020$1,127,000
-27.1%
12,690
+12.6%
0.63%
-4.7%
Q4 2019$1,545,000
+42.3%
11,269
+33.7%
0.66%
+37.2%
Q3 2019$1,086,000
-13.4%
8,426
-12.3%
0.48%
-17.1%
Q2 2019$1,254,000
+12.0%
9,609
+10.5%
0.58%
+6.1%
Q1 2019$1,120,000
+13.6%
8,697
+0.6%
0.54%
-8.9%
Q4 2018$986,0008,6420.60%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2024
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 1,143,976$171,390,00019.06%
Mokosak Advisory Group, LLC 237,660$35,605,00017.00%
University of Maryland Foundation, Inc. 91,176$13,660,00011.30%
TrueWealth Financial Partners 67,405$10,099,00010.59%
BHK Investment Advisors, LLC 137,011$20,527,0009.23%
Jacobsen Capital Management 113,382$16,987,0009.04%
Bishop & Co Investment Management, LLC 120,805$18,099,0009.02%
Family CFO Inc 51,815$7,762,913,0008.48%
TOTAL INVESTMENT MANAGEMENT INC 308,380$46,202,0008.38%
Center for Financial Planning, Inc. 217,616$32,603,0008.28%
View complete list of VANGUARD INDEX FDS shareholders