CAROLINAS WEALTH CONSULTING 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
CAROLINAS WEALTH CONSULTING LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$565,744
-7.8%
3,728
+0.4%
0.14%
+15.6%
Q2 2023$613,910
+4.6%
3,712
+0.4%
0.12%
-2.4%
Q1 2023$586,746
+0.4%
3,696
+0.5%
0.12%
-5.3%
Q4 2022$584,239
+11.3%
3,679
+0.5%
0.13%
-0.8%
Q3 2022$525,000
-3.8%
3,659
+0.4%
0.13%
-2.2%
Q2 2022$546,000
-14.6%
3,644
+0.4%
0.14%
-3.5%
Q1 2022$639,000
-1.4%
3,631
+0.3%
0.14%0.0%
Q4 2021$648,000
+6.2%
3,621
+0.5%
0.14%
-0.7%
Q3 2021$610,000
+1.5%
3,603
+4.0%
0.14%
+7.6%
Q2 2021$601,000
+6.0%
3,463
+1.1%
0.13%
-4.3%
Q1 2021$567,000
+28.0%
3,425
+10.0%
0.14%
+16.0%
Q4 2020$443,000
+33.8%
3,115
+4.0%
0.12%
+7.2%
Q3 2020$331,000
+3.8%
2,995
+0.5%
0.11%
-11.9%
Q2 2020$319,000
+28.1%
2,980
+6.0%
0.13%
-6.7%
Q1 2020$249,000
+250.7%
2,811
+438.5%
0.14%
+82.4%
Q4 2019$71,0005220.07%
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