WEALTH ENHANCEMENT ADVISORY SERVICES, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.

Quarter-by-quarter ownership
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$51,007,938
+16005.1%
319,819
+16600.7%
0.17%
+5500.0%
Q2 2023$316,719
-16.7%
1,915
-20.1%
0.00%
-25.0%
Q1 2023$380,430
-97.1%
2,396
-96.9%
0.00%
-97.6%
Q4 2022$13,250,574
+12.8%
78,332
-1.3%
0.17%
+1.2%
Q3 2022$11,747,000
-2.9%
79,374
-0.2%
0.17%
-0.6%
Q2 2022$12,104,000
-10.5%
79,516
+3.6%
0.17%
-7.1%
Q1 2022$13,529,000
-3.8%
76,716
-7.5%
0.18%
-9.9%
Q4 2021$14,067,000
-6.8%
82,947
-1.9%
0.20%
-9.0%
Q3 2021$15,088,000
-8.0%
84,513
-12.9%
0.22%
-15.9%
Q2 2021$16,404,000
+1.4%
97,069
+1.0%
0.26%
-10.2%
Q1 2021$16,174,00096,1410.29%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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