Legacy Private Trust Co. - 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
Legacy Private Trust Co. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$540,990
-3.6%
3,3920.0%0.05%
+2.2%
Q2 2023$561,036
-43.2%
3,392
-45.4%
0.05%
-45.2%
Q1 2023$987,010
-0.0%
6,2170.0%0.08%
-5.6%
Q4 2022$987,259
+8.0%
6,217
-2.4%
0.09%
+2.3%
Q3 2022$914,000
-4.3%
6,3710.0%0.09%
+2.4%
Q2 2022$955,000
-28.2%
6,371
-15.8%
0.08%
-17.5%
Q1 2022$1,331,000
-3.4%
7,565
-1.8%
0.10%0.0%
Q4 2021$1,378,000
+22.3%
7,705
+15.7%
0.10%
+13.2%
Q3 2021$1,127,000
+11.9%
6,660
+14.8%
0.09%
+7.1%
Q2 2021$1,007,000
+134.7%
5,800
+45.7%
0.08%
+30.8%
Q2 2015$429,000
-27.4%
3,981
-26.3%
0.06%
-25.3%
Q1 2015$591,000
-21.5%
5,404
-24.0%
0.09%
-20.9%
Q4 2014$753,0007,1150.11%
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