JANICZEK WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

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VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,116 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.

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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$57,000–420–0.03%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q2 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