LIBERTY WEALTH MANAGEMENT LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,194 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.89 and the average weighting 0.7%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$977
-99.9%
6,123
+1.5%
0.24%
-14.7%
Q2 2023$1,155,010
+24.9%
6,032
+3.6%
0.28%
+49.2%
Q1 2023$924,685
+39.7%
5,824
+26.1%
0.19%
+7.9%
Q3 2022$662,000
-1.0%
4,618
+3.3%
0.18%
-34.7%
Q2 2022$669,000
-11.5%
4,470
+3.9%
0.27%
-0.7%
Q1 2022$756,000
-52.6%
4,301
+9.3%
0.27%
+295.7%
Q4 2021$1,595,000
+157.7%
3,936
+8.1%
0.07%
-68.8%
Q3 2021$619,000
+11.3%
3,640
+13.1%
0.22%
+2.3%
Q2 2021$556,000
+7842.9%
3,217
+6334.0%
0.22%
+7100.0%
Q1 2021$7,0000.0%500.0%0.00%0.0%
Q4 2020$7,000
+16.7%
500.0%0.00%
-25.0%
Q3 2020$6,000
+20.0%
500.0%0.00%0.0%
Q2 2020$5,000
+25.0%
500.0%0.00%
+33.3%
Q1 2020$4,000
-77.8%
50
-62.4%
0.00%
-78.6%
Q4 2019$18,000
+50.0%
133
+44.6%
0.01%
+27.3%
Q3 2019$12,0000.0%920.0%0.01%0.0%
Q2 2019$12,000
+100.0%
92
+84.0%
0.01%
+120.0%
Q1 2019$6,000
+20.0%
500.0%0.01%
+25.0%
Q4 2018$5,000500.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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