Charter Oak Capital 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
Charter Oak Capital Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2022$42,000
+7.7%
283
+26.9%
0.01%
+20.0%
Q1 2022$39,000
+11.4%
223
+12.6%
0.01%
+25.0%
Q4 2021$35,000
+29.6%
198
+24.5%
0.00%
+33.3%
Q3 2021$27,000
+92.9%
159
+103.8%
0.00%
+50.0%
Q2 2021$14,000
+366.7%
78
+310.5%
0.00%
Q1 2021$3,0000.0%190.0%0.00%
Q4 2020$3,000190.00%
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