Accel Wealth Management - 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
Accel Wealth Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$226,954
-3.6%
1,4230.0%0.13%
-3.1%
Q2 2023$235,364
+1135.4%
1,423
+1085.8%
0.13%
+1525.0%
Q1 2023$19,051
-0.0%
1200.0%0.01%
-11.1%
Q4 2022$19,056
+5.9%
1200.0%0.01%
-10.0%
Q3 2022$18,0000.0%1200.0%0.01%0.0%
Q2 2022$18,000
-14.3%
1200.0%0.01%
-9.1%
Q1 2022$21,0000.0%1200.0%0.01%
+10.0%
Q4 2021$21,000
-12.5%
120
-13.7%
0.01%
-37.5%
Q3 2021$24,0000.0%1390.0%0.02%0.0%
Q2 2021$24,000
+4.3%
1390.0%0.02%
-15.8%
Q1 2021$23,000
+15.0%
1390.0%0.02%0.0%
Q4 2020$20,0001390.02%
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