TFC Financial Management, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 888 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 2.47 and the average weighting 0.6%.

Quarter-by-quarter ownership
TFC Financial Management, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$224,810
-38.1%
1,410
-35.7%
0.05%
-39.3%
Q2 2023$362,957
+4.4%
2,194
+0.1%
0.09%
-1.1%
Q1 2023$347,796
+0.2%
2,191
+0.2%
0.09%
-10.0%
Q4 2022$347,261
+10.9%
2,187
+0.2%
0.10%
+1.0%
Q3 2022$313,000
-14.9%
2,182
-11.2%
0.10%
-10.0%
Q2 2022$368,000
-14.8%
2,4570.0%0.11%
-10.6%
Q1 2022$432,000
-1.6%
2,4570.0%0.12%
-7.5%
Q4 2021$439,000
-22.6%
2,457
-26.7%
0.13%
-29.3%
Q3 2021$567,000
-2.6%
3,3510.0%0.19%
-5.5%
Q2 2021$582,000
+11.5%
3,351
+6.3%
0.20%
-3.4%
Q1 2021$522,000
+17.6%
3,151
+1.0%
0.21%
+10.2%
Q4 2020$444,0003,1210.19%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 1,150,621$182,672,65226.42%
Mokosak Advisory Group, LLC 240,523$38,188,92816.27%
25 LLC 166,405$25,627,99715.84%
University of Maryland Foundation, Inc. 91,176$14,47515.78%
TrueWealth Financial Partners 75,394$11,969,58410.32%
Arista Wealth Management, LLC 110,127$17,483,7589.54%
BHK Investment Advisors, LLC 134,798$21,400,5929.35%
Jacobsen Capital Management 105,951$16,820,7099.01%
Bishop & Co Investment Management, LLC 121,055$19,218,6898.85%
New England Capital Financial Advisors LLC 73,041$11,596,0458.19%
View complete list of VANGUARD INDEX FDS shareholders