Kestra Advisory Services, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,186 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.59 and the average weighting 0.8%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$15,019,652
+27.2%
94,173
+31.9%
0.15%
+25.4%
Q2 2023$11,811,379
-3.8%
71,411
-7.6%
0.12%
-11.3%
Q1 2023$12,276,002
-39.7%
77,324
-39.6%
0.13%
-26.5%
Q4 2022$20,341,645
-99.9%
128,096
-50.4%
0.18%
-8.6%
Q3 2022$18,517,499,000
+140631.9%
258,002
+193.8%
0.20%
+46.7%
Q2 2022$13,158,000
-2.7%
87,825
+14.3%
0.14%
-4.3%
Q1 2022$13,522,000
+3.2%
76,858
+4.9%
0.14%
+6.0%
Q4 2021$13,106,000
-12.0%
73,282
-16.7%
0.13%
-10.7%
Q3 2021$14,890,000
+15.9%
87,969
+18.9%
0.15%
+2.1%
Q2 2021$12,850,000
+6.5%
73,997
+1.5%
0.15%
-4.6%
Q1 2021$12,068,000
-14.8%
72,870
-27.0%
0.15%
-6.7%
Q4 2020$14,169,000
-99.8%
99,789
+44.3%
0.16%
+15.5%
Q3 2020$7,592,000,00069,1520.14%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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