HighMark Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,129 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.

Quarter-by-quarter ownership
HighMark Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,191
-3.1%
390.0%0.01%0.0%
Q2 2023$6,386
-75.1%
39
-75.8%
0.01%
-75.0%
Q1 2023$25,623
+20.9%
161
+21.1%
0.02%
+25.0%
Q4 2022$21,194
+24.7%
133
+9.0%
0.02%
+6.7%
Q3 2022$17,000
+13.3%
122
+20.8%
0.02%
+25.0%
Q2 2022$15,000
-6.2%
101
+12.2%
0.01%
+9.1%
Q1 2022$16,0000.0%900.0%0.01%
+10.0%
Q4 2021$16,000
+14.3%
90
+11.1%
0.01%0.0%
Q3 2021$14,000
+40.0%
81
+44.6%
0.01%
+42.9%
Q2 2021$10,000560.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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