Concord Wealth Partners - 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
Concord Wealth Partners ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,582
-3.6%
350.0%0.00%0.0%
Q2 2023$5,789
-11.1%
35
-14.6%
0.00%
-50.0%
Q1 2023$6,509
-0.0%
410.0%0.00%0.0%
Q4 2022$6,511
-7.0%
41
-6.8%
0.00%0.0%
Q2 2022$7,0000.0%44
+7.3%
0.00%0.0%
Q1 2022$7,0000.0%410.0%0.00%0.0%
Q4 2021$7,000
+16.7%
41
+17.1%
0.00%0.0%
Q3 2021$6,000
-66.7%
35
-67.0%
0.00%
-60.0%
Q2 2021$18,000
-25.0%
106
-27.4%
0.01%
-37.5%
Q1 2021$24,000
+4.3%
146
-8.2%
0.01%
-55.6%
Q4 2020$23,0001590.02%
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