ATTICUS WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 965 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 1.29 and the average weighting 0.7%.

Quarter-by-quarter ownership
ATTICUS WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$742,537
-4.8%
4,656
-1.3%
0.28%
-0.7%
Q2 2023$779,842
+1.0%
4,715
-3.1%
0.29%
-2.7%
Q1 2023$772,283
-21.8%
4,864
-21.8%
0.30%
-27.3%
Q4 2022$987,992
-11.8%
6,222
-16.8%
0.41%
-25.0%
Q3 2022$1,120,0000.0%7,4760.0%0.54%
+16.3%
Q2 2022$1,120,000
+121.3%
7,476
+160.0%
0.46%
+151.4%
Q1 2022$506,000
+18.8%
2,875
+20.6%
0.18%
+11.4%
Q4 2021$426,000
+5.4%
2,384
-0.2%
0.17%
-6.2%
Q3 2021$404,000
-2.7%
2,3890.0%0.18%
-2.2%
Q2 2021$415,000
-8.4%
2,389
-12.7%
0.18%
-16.2%
Q1 2021$453,000
+14.1%
2,738
-2.0%
0.22%
+8.0%
Q4 2020$397,000
+584.5%
2,795
+432.4%
0.20%
+471.4%
Q3 2020$58,000
-26.6%
525
-28.6%
0.04%
-32.7%
Q2 2020$79,000
-11.2%
735
-26.9%
0.05%
-27.8%
Q1 2020$89,000
-35.5%
1,0050.0%0.07%
-18.2%
Q4 2019$138,0001,0050.09%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
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