Wharton Business Group, LLC - 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
Wharton Business Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$10,575
-6.9%
66,305
-3.4%
0.59%
-21.5%
Q2 2023$11,353
-54.2%
68,639
-56.0%
0.75%
-49.6%
Q1 2023$24,773
-3.7%
156,042
-3.7%
1.48%
-0.5%
Q4 2022$25,731
-99.9%
162,032
+5.9%
1.49%
+0.6%
Q3 2022$21,933,000
-2.2%
152,950
+2.2%
1.48%
+0.1%
Q2 2022$22,416,000
-8.9%
149,620
+7.0%
1.48%
-0.8%
Q1 2022$24,610,000
+0.2%
139,875
+1.9%
1.49%
-1.5%
Q4 2021$24,554,000
+46.2%
137,290
+35.4%
1.52%
+15.5%
Q1 2021$16,796,000
+32.4%
101,420
+13.7%
1.31%
+26.2%
Q4 2020$12,684,000
+28.2%
89,195
-0.3%
1.04%
+13.9%
Q3 2020$9,894,000
+2588.6%
89,430
+2499.7%
0.91%
+2508.6%
Q2 2020$368,000
+31.0%
3,440
+8.7%
0.04%
+9.4%
Q1 2020$281,000
-63.4%
3,165
-43.4%
0.03%
-54.9%
Q4 2019$767,000
-22.3%
5,595
-27.0%
0.07%
-28.3%
Q3 2019$987,000
-1.3%
7,6600.0%0.10%
-2.9%
Q2 2019$1,000,000
-2.9%
7,660
-4.3%
0.10%
-4.7%
Q1 2019$1,030,000
-20.4%
8,005
-29.4%
0.11%
-30.1%
Q4 2018$1,294,000
+16.1%
11,345
+41.8%
0.15%
+37.8%
Q3 2018$1,115,000
-0.9%
8,000
-3.4%
0.11%
-5.1%
Q2 2018$1,125,000
+4.9%
8,2850.0%0.12%
+5.4%
Q1 2018$1,072,000
+0.1%
8,285
+2.7%
0.11%0.0%
Q4 2017$1,071,000
+3.9%
8,0650.0%0.11%
+1.8%
Q3 2017$1,031,000
-28.1%
8,065
-30.8%
0.11%
-28.8%
Q2 2017$1,433,000
+0.6%
11,655
+0.5%
0.15%
+0.7%
Q1 2017$1,425,000
+0.2%
11,595
-1.4%
0.15%
-9.5%
Q4 2016$1,422,000
-90.6%
11,755
-91.4%
0.17%
-91.0%
Q3 2016$15,149,000
-26.8%
136,895
-30.4%
1.87%
-23.8%
Q2 2016$20,708,000
-16.6%
196,640
-19.3%
2.45%
-10.7%
Q1 2016$24,839,000
-5.9%
243,810
-8.8%
2.74%
+5.1%
Q4 2015$26,394,000
-10.9%
267,230
-12.6%
2.61%
-10.8%
Q3 2015$29,629,000
-11.1%
305,930
-1.0%
2.93%
+32.4%
Q2 2015$33,328,000
-0.4%
309,140
+1.0%
2.21%
-19.8%
Q1 2015$33,474,000
+4.0%
305,975
+0.5%
2.76%
+3.5%
Q4 2014$32,199,000
+6.5%
304,425
+0.5%
2.67%
-0.8%
Q3 2014$30,226,000
+12.7%
303,050
+19.2%
2.69%
-9.2%
Q2 2014$26,813,000
+356.6%
254,155
+335.6%
2.96%
+525.6%
Q1 2014$5,872,000
+6.4%
58,350
+3.0%
0.47%
+1.7%
Q4 2013$5,518,000
+70.9%
56,675
+58.4%
0.46%
+71.0%
Q3 2013$3,228,000
+11.3%
35,770
+3.2%
0.27%
+7.5%
Q2 2013$2,900,00034,6450.25%
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