Bradley & Co. Private Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,116 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.

Quarter-by-quarter ownership
Bradley & Co. Private Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$80,702
-3.6%
5060.0%0.08%
+1.2%
Q2 2023$83,692
+4.2%
5060.0%0.08%
-5.7%
Q1 2023$80,332
-0.0%
5060.0%0.09%
-10.2%
Q4 2022$80,353
+11.6%
5060.0%0.10%
+14.0%
Q3 2022$72,000
-5.3%
5060.0%0.09%
+2.4%
Q2 2022$76,000
-14.6%
5060.0%0.08%
+10.5%
Q1 2022$89,000
-2.2%
5060.0%0.08%
+4.1%
Q4 2021$91,000
+5.8%
5060.0%0.07%
-1.4%
Q3 2021$86,000
-2.3%
5060.0%0.07%
-3.9%
Q2 2021$88,000
+4.8%
5060.0%0.08%
-1.3%
Q1 2021$84,0005060.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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