Essex Financial Services, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 975 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.6%.

Quarter-by-quarter ownership
Essex Financial Services, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,000,839
-2.1%
18,815
+1.6%
0.35%
-0.3%
Q2 2023$3,064,122
+0.4%
18,526
-3.6%
0.35%
+8.4%
Q1 2023$3,051,503
+105088.0%
19,221
+5.2%
0.32%
+4.6%
Q4 2022$2,901
-99.9%
18,273
-7.4%
0.31%
-8.9%
Q3 2022$2,829,000
-24.5%
19,729
-21.1%
0.34%
-19.2%
Q2 2022$3,745,000
-55.6%
24,996
-47.4%
0.42%
+1.5%
Q1 2022$8,432,000
+104.5%
47,545
+106.2%
0.41%
+0.7%
Q4 2021$4,123,000
+23.7%
23,053
+17.1%
0.41%
+7.1%
Q3 2021$3,333,000
+53.0%
19,692
+49.6%
0.38%
+20.6%
Q2 2021$2,179,0000.0%13,1590.0%0.32%
-19.2%
Q1 2021$2,179,000
+605.2%
13,159
+452.0%
0.39%
+541.0%
Q1 2018$309,000
+4.7%
2,384
-0.7%
0.06%
-1.6%
Q2 2017$295,0000.0%2,4010.0%0.06%
-8.8%
Q1 2017$295,000
+19.9%
2,401
+18.2%
0.07%
+28.3%
Q4 2016$246,0002,0310.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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