MATRIX PRIVATE CAPITAL GROUP LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,129 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.

Quarter-by-quarter ownership
MATRIX PRIVATE CAPITAL GROUP LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$92,664
-3.6%
5810.0%0.07%
-1.4%
Q2 2023$96,097
-7.0%
581
-10.8%
0.07%
-2.8%
Q1 2023$103,353
+159.3%
651
+159.4%
0.07%
+176.9%
Q4 2022$39,859
+10.7%
2510.0%0.03%
+8.3%
Q3 2022$36,000
-5.3%
2510.0%0.02%
+9.1%
Q2 2022$38,000
+18.8%
251
+38.7%
0.02%
+37.5%
Q1 2022$32,0000.0%1810.0%0.02%
+6.7%
Q4 2021$32,000
+3.2%
1810.0%0.02%
-6.2%
Q3 2021$31,000
+3.3%
181
+6.5%
0.02%0.0%
Q2 2021$30,000
+7.1%
1700.0%0.02%
-5.9%
Q1 2021$28,000
+16.7%
1700.0%0.02%0.0%
Q4 2020$24,000
+26.3%
1700.0%0.02%
-10.5%
Q3 2020$19,000
-34.5%
170
-36.3%
0.02%
-40.6%
Q2 2020$29,000
+31.8%
267
+8.1%
0.03%
+3.2%
Q1 2020$22,000
-47.6%
247
-18.8%
0.03%
-29.5%
Q4 2019$42,0003040.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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