JANICZEK WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 678 filers reported holding VANGUARD INDEX FDS in Q2 2019. The put-call ratio across all filers is 0.19 and the average weighting 0.6%.

Quarter-by-quarter ownership
JANICZEK WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$968,376
-3.5%
6,072
+0.1%
0.26%
-7.6%
Q2 2023$1,003,087
+5.4%
6,0650.0%0.28%
+2.2%
Q1 2023$952,009
-6.7%
6,065
+0.0%
0.27%
-5.9%
Q4 2022$1,020,885
+13.9%
6,0640.0%0.29%
-1.7%
Q3 2022$896,000
-10.2%
6,064
+0.0%
0.29%
-1.7%
Q2 2022$998,000
-19.7%
6,063
-14.2%
0.30%
-13.4%
Q1 2022$1,243,000
-1.6%
7,0630.0%0.34%
-9.3%
Q4 2021$1,263,000
+5.9%
7,063
+0.2%
0.38%
-10.4%
Q3 2021$1,193,000
-2.5%
7,0480.0%0.42%
-5.2%
Q2 2021$1,224,000
+4.9%
7,0480.0%0.44%
-4.3%
Q1 2021$1,167,000
+2021.8%
7,048
+1578.1%
0.46%
+1688.5%
Q2 2019$55,000
+1.9%
4200.0%0.03%
+4.0%
Q1 2019$54,000
+12.5%
4200.0%0.02%
+4.2%
Q4 2018$48,000
-18.6%
4200.0%0.02%
-22.6%
Q3 2018$59,000
+3.5%
4200.0%0.03%
+3.3%
Q2 2018$57,0004200.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2019
NameSharesValueWeighting ↓
Mokosak Advisory Group, LLC 174,181$22,452,00014.83%
Zhang Financial LLC 234,102$30,150,00012.74%
Efficient Advisors, LLC 325,688$41,965,0007.67%
Polianta Ltd 87,100$11,222,0007.13%
Bishop & Co Investment Management, LLC 74,512$9,601,0006.98%
Wealth Architects, LLC 172,552$22,233,0006.77%
NewFocus Financial Group, LLC 115,330$14,860,0006.52%
BHK Investment Advisors, LLC 82,886$10,680,0006.17%
INSPIRION WEALTH ADVISORS, LLC 106,210$13,685,0005.99%
Hardy Reed LLC 113,164$14,581,0005.82%
View complete list of VANGUARD INDEX FDS shareholders