Realta Investment Advisors - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.

Quarter-by-quarter ownership
Realta Investment Advisors ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$374,383
-4.2%
2,264
-4.2%
0.09%
+1.2%
Q2 2023$390,923
+4.0%
2,364
-0.1%
0.08%
-6.6%
Q1 2023$375,797
-42.8%
2,367
-42.8%
0.09%
-43.1%
Q4 2022$657,260
+19.1%
4,139
+7.6%
0.16%
+10.3%
Q3 2022$552,000
-2.3%
3,847
+3.5%
0.14%
+5.1%
Q2 2022$565,000
-20.4%
3,717
-7.9%
0.14%
-2.1%
Q1 2022$710,000
+77.9%
4,036
+80.7%
0.14%
+60.2%
Q4 2021$399,000
-4.5%
2,233
-9.5%
0.09%
-11.1%
Q3 2021$418,000
+14.5%
2,468
+17.4%
0.10%
+13.8%
Q2 2021$365,000
-35.9%
2,102
-60.5%
0.09%
-53.5%
Q2 2020$569,000
+20.3%
5,324
-0.1%
0.19%
-7.9%
Q1 2020$473,000
-54.0%
5,328
-30.5%
0.20%
-27.8%
Q4 2019$1,028,000
+77.5%
7,661
+70.8%
0.28%
+79.0%
Q3 2019$579,000
+14.4%
4,485
+16.8%
0.16%
+12.1%
Q2 2019$506,000
+27.1%
3,841
+25.6%
0.14%
-22.7%
Q1 2019$398,0003,0590.18%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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