Wealthquest Corp - VANGUARD INDEX FDS ownership

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%.

Quarter-by-quarter ownership
Wealthquest Corp ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2022$244,0000.0%1,3670.0%0.04%0.0%
Q4 2021$244,000
-10.6%
1,367
-15.3%
0.04%
-19.6%
Q3 2021$273,000
-2.5%
1,6140.0%0.05%
-4.2%
Q2 2021$280,000
+17.6%
1,614
+11.9%
0.05%
+9.1%
Q1 2021$238,000
+16.1%
1,4420.0%0.04%0.0%
Q4 2020$205,000
-56.4%
1,442
-58.0%
0.04%
-67.4%
Q4 2019$470,000
+6.3%
3,4320.0%0.14%
-8.8%
Q3 2019$442,000
-1.3%
3,4320.0%0.15%
-12.4%
Q2 2019$448,000
+1.6%
3,4320.0%0.17%
+1.2%
Q1 2019$441,000
+12.8%
3,4320.0%0.17%
+4.4%
Q4 2018$391,0003,4320.16%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 780,201$124,434,25718.47%
University of Maryland Foundation, Inc. 91,176$14,54217.40%
25 LLC 171,990$27,430,71616.73%
Mokosak Advisory Group, LLC 257,464$41,062,81116.70%
Opal Wealth Advisors, LLC 149,263$23,805,95613.93%
TrueWealth Financial Partners 79,980$12,756,03910.49%
Jacobsen Capital Management 113,659$18,127,5169.84%
BHK Investment Advisors, LLC 133,746$21,331,2079.81%
New England Capital Financial Advisors LLC 77,155$12,305,4888.48%
Brooklyn FI, LLC 95,720$15,266,4328.21%
View complete list of VANGUARD INDEX FDS shareholders