PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. - 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
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$827,365
+5.2%
5,188
+9.1%
0.05%
+10.4%
Q2 2023$786,399
-13.7%
4,755
-17.2%
0.05%
-18.6%
Q1 2023$911,601
-52.9%
5,742
-52.9%
0.06%
-52.8%
Q4 2022$1,935,387
+176.5%
12,188
+149.9%
0.12%
+155.1%
Q3 2022$700,000
-1.4%
4,878
+2.9%
0.05%
-2.0%
Q2 2022$710,000
-20.0%
4,742
-6.0%
0.05%0.0%
Q1 2022$887,000
+9.9%
5,042
+11.8%
0.05%
+19.0%
Q4 2021$807,000
+6.0%
4,511
+0.4%
0.04%
-4.5%
Q3 2021$761,000
+18.2%
4,494
+21.3%
0.04%
+22.2%
Q2 2021$644,000
+4.9%
3,706
-0.1%
0.04%
-2.7%
Q1 2021$614,000
+13.3%
3,710
-2.7%
0.04%
-2.6%
Q4 2020$542,000
+69.9%
3,813
+32.3%
0.04%
+40.7%
Q3 2020$319,000
+14.3%
2,883
+10.6%
0.03%
+8.0%
Q2 2020$279,000
+49.2%
2,607
+23.6%
0.02%
+13.6%
Q1 2020$187,000
-54.8%
2,110
-30.2%
0.02%
-33.3%
Q4 2019$414,0003,0220.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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