STEVENS CAPITAL PARTNERS - 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
STEVENS CAPITAL PARTNERS ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$1,629,205
-2.3%
8,926
+2.7%
0.84%
-15.3%
Q1 2024$1,667,823
+0.7%
8,692
-5.6%
0.99%
-13.8%
Q4 2023$1,656,719
+34.1%
9,206
+18.9%
1.15%
+16.2%
Q3 2023$1,234,991
-13.1%
7,743
-9.9%
0.99%
-9.9%
Q2 2023$1,421,705
-6.6%
8,596
-10.3%
1.10%
-13.8%
Q1 2023$1,521,770
+11.9%
9,585
+11.9%
1.28%
+6.0%
Q4 2022$1,360,5298,5681.20%
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