SMITH CHAS P & ASSOCIATES PA CPAS - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,194 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.89 and the average weighting 0.7%.

Quarter-by-quarter ownership
SMITH CHAS P & ASSOCIATES PA CPAS ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2017$225,000
-3.0%
1,763
-6.7%
0.03%
-5.9%
Q2 2017$232,000
-4.5%
1,890
-4.3%
0.03%
-5.6%
Q1 2017$243,000
-7.3%
1,975
-8.7%
0.04%
-14.3%
Q4 2016$262,000
-59.3%
2,163
-63.3%
0.04%
-23.6%
Q3 2016$643,000
+126.4%
5,899
+118.4%
0.06%
+14.6%
Q2 2016$284,000
-11.2%
2,701
-14.0%
0.05%
-12.7%
Q1 2016$320,000
-7.0%
3,139
-9.8%
0.06%
-9.8%
Q4 2015$344,000
-6.0%
3,481
-8.0%
0.06%
-12.9%
Q3 2015$366,000
-5.9%
3,784
+5.0%
0.07%
+2.9%
Q2 2015$389,0003,6040.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 1,428,976$255,570,00024.79%
Mokosak Advisory Group, LLC 248,745$44,482,00017.06%
TrueWealth Financial Partners 63,776$11,406,00011.15%
Titan Capital Management, LLC /TX 59,009$10,554,0009.44%
Bishop & Co Investment Management, LLC 125,118$22,377,0009.25%
BHK Investment Advisors, LLC 128,961$23,065,0009.10%
Family CFO Inc 51,187$9,155,0008.84%
Center for Financial Planning, Inc. 230,096$41,153,0008.43%
ASPIRIANT, LLC 856,412$153,157,0008.19%
Merriman Wealth Management, LLC 1,150,291$202,529,0007.99%
View complete list of VANGUARD INDEX FDS shareholders