American Investment Services, 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
American Investment Services, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,954,602
-3.3%
37,335
+0.2%
1.27%
+1.9%
Q2 2023$6,160,455
-17.4%
37,246
-20.7%
1.25%
-18.6%
Q1 2023$7,460,5090.0%46,9810.0%1.53%0.0%
Q4 2022$7,460,509
+18.5%
46,981
+7.0%
1.53%
+2.4%
Q3 2022$6,298,000
-5.9%
43,919
-1.7%
1.50%
-1.8%
Q2 2022$6,694,000
-2.6%
44,682
+14.3%
1.52%
+1.0%
Q1 2022$6,875,000
-6.1%
39,076
-4.5%
1.51%
-5.9%
Q4 2021$7,322,000
+5.7%
40,938
-0.0%
1.60%
+3.2%
Q3 2021$6,930,000
-1.0%
40,943
+1.6%
1.56%
-3.5%
Q2 2021$6,997,000
+3.9%
40,290
-1.0%
1.61%
-11.6%
Q1 2021$6,737,000
+14.6%
40,681
-1.6%
1.82%
+2.1%
Q4 2020$5,879,000
+34.8%
41,340
+4.9%
1.79%
+22.1%
Q3 2020$4,360,000
+14.4%
39,410
+10.6%
1.46%
+9.3%
Q2 2020$3,810,000
-1.8%
35,638
-18.4%
1.34%
-10.0%
Q1 2020$3,878,000
-42.5%
43,669
-11.2%
1.49%
-27.0%
Q4 2019$6,741,000
+9.1%
49,179
+2.5%
2.04%
+4.9%
Q3 2019$6,181,000
+3.6%
47,970
+5.0%
1.94%
+2.6%
Q2 2019$5,964,000
-30.8%
45,686
-31.8%
1.89%
-31.0%
Q1 2019$8,624,000
+13.7%
66,993
+0.7%
2.74%
+1.5%
Q4 2018$7,588,000
-5.1%
66,530
+16.0%
2.70%
+0.3%
Q3 2018$7,993,000
+4.1%
57,354
+1.5%
2.70%
+1.6%
Q2 2018$7,676,000
+5.2%
56,526
+0.2%
2.65%
+2.7%
Q1 2018$7,299,000
+83.2%
56,395
+87.9%
2.58%
+77.3%
Q4 2017$3,985,000
+5.4%
30,012
-2.4%
1.46%
-2.8%
Q2 2017$3,780,000
+1.6%
30,750
+1.6%
1.50%
-0.9%
Q1 2017$3,719,000
-15.6%
30,268
-16.9%
1.51%
-17.8%
Q4 2016$4,405,000
+8.1%
36,407
-1.2%
1.84%
+8.6%
Q3 2016$4,076,000
+4.0%
36,835
-1.0%
1.70%
+0.1%
Q2 2016$3,918,000
+12.9%
37,209
+9.2%
1.69%
-0.4%
Q1 2016$3,471,000
+3.6%
34,068
+0.5%
1.70%
-6.7%
Q4 2015$3,349,000
+5.8%
33,906
+3.8%
1.82%
+3.4%
Q3 2015$3,164,000
-10.7%
32,669
-0.6%
1.76%
-6.8%
Q2 2015$3,543,000
-2.4%
32,859
-1.0%
1.89%
-4.0%
Q1 2015$3,631,000
+2.5%
33,194
-0.9%
1.97%
+2.1%
Q4 2014$3,544,000
+5.5%
33,507
-0.5%
1.93%
+3.9%
Q3 2014$3,360,000
-5.1%
33,692
+0.4%
1.86%
-3.7%
Q2 2014$3,540,000
+21.3%
33,557
+15.7%
1.93%
+15.0%
Q1 2014$2,919,000
+0.1%
29,004
-3.2%
1.68%
-3.5%
Q4 2013$2,916,000
+5.2%
29,952
-2.5%
1.74%
+0.2%
Q3 2013$2,773,000
+1.4%
30,726
-6.0%
1.74%
+1.1%
Q2 2013$2,736,00032,6911.72%
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