DOPKINS WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,218 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.78 and the average weighting 0.7%.

Quarter-by-quarter ownership
DOPKINS WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$546,454
-3.7%
2,994
+1.3%
0.33%
-2.9%
Q1 2024$567,186
+12.1%
2,956
+5.2%
0.34%
-13.2%
Q4 2023$505,885
+7.3%
2,811
-4.9%
0.39%
+10.4%
Q3 2023$471,443
+2.0%
2,956
+5.7%
0.36%
-13.3%
Q2 2023$462,382
-5.5%
2,796
-9.3%
0.41%
-10.0%
Q1 2023$489,062
+0.5%
3,081
+0.5%
0.46%
+7.0%
Q4 2022$486,667
+11.4%
3,065
+0.7%
0.43%
-12.7%
Q3 2022$437,000
-3.7%
3,045
+0.5%
0.49%0.0%
Q2 2022$454,000
-14.5%
3,031
+0.4%
0.49%
-14.9%
Q1 2022$531,000
-1.3%
3,018
+0.3%
0.58%
+8.5%
Q4 2021$538,0003,0080.53%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 1,148,489$182,380,07525.64%
Mokosak Advisory Group, LLC 242,614$38,599,07617.26%
University of Maryland Foundation, Inc. 91,176$14,47916.47%
Arista Wealth Management, LLC 140,084$22,239,69914.04%
TrueWealth Financial Partners 69,953$11,108,51310.77%
BHK Investment Advisors, LLC 104,379$16,575,3549.32%
Bishop & Co Investment Management, LLC 120,701$19,1679.31%
Efficient Advisors, LLC 572,185$90,862,9139.24%
Jacobsen Capital Management 102,696$16,3088.69%
New England Capital Financial Advisors LLC 72,972$12,182,0028.64%
View complete list of VANGUARD INDEX FDS shareholders