Legacy Bridge, LLC - 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
Legacy Bridge, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$242,106
-3.6%
1,5180.0%0.17%
+3.0%
Q2 2023$251,078
+155.9%
1,518
+145.6%
0.17%
+147.1%
Q1 2023$98,114
-0.0%
6180.0%0.07%
-2.9%
Q4 2022$98,138
+10.3%
6180.0%0.07%
-1.4%
Q3 2022$89,000
-4.3%
6180.0%0.07%
+2.9%
Q2 2022$93,000
-14.7%
6180.0%0.07%
+7.8%
Q1 2022$109,000
-1.8%
6180.0%0.06%
+10.3%
Q4 2021$111,000
+8.8%
618
+2.1%
0.06%
-1.7%
Q3 2021$102,000
-22.1%
605
-20.1%
0.06%
-20.3%
Q2 2021$131,000
+4.8%
7570.0%0.07%
-8.6%
Q1 2021$125,000
+15.7%
7570.0%0.08%
+3.8%
Q4 2020$108,000
+28.6%
7570.0%0.08%
+1.3%
Q3 2020$84,000
-5.6%
757
-9.0%
0.08%
-21.4%
Q2 2020$89,000
+20.3%
8320.0%0.10%
+5.4%
Q1 2020$74,000
-35.1%
8320.0%0.09%
-2.1%
Q4 2019$114,000
+6.5%
8320.0%0.10%
-6.9%
Q3 2019$107,000
-1.8%
8320.0%0.10%
-2.9%
Q2 2019$109,000
+1.9%
8320.0%0.10%
-4.5%
Q1 2019$107,000
+12.6%
8320.0%0.11%
-6.8%
Q4 2018$95,0008320.12%
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