Connecticut Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,129 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.

Quarter-by-quarter ownership
Connecticut Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$356,354
-11.1%
2,234
-7.8%
0.02%
-14.3%
Q2 2023$400,985
-33.5%
2,424
-36.1%
0.03%
-39.1%
Q1 2023$602,706
-91.1%
3,796
-91.1%
0.05%
-91.9%
Q4 2022$6,737,394
+11.2%
42,427
+0.4%
0.57%
+1.1%
Q3 2022$6,059,000
-3.8%
42,255
+0.5%
0.56%
+2.5%
Q2 2022$6,301,000
-14.5%
42,054
+0.4%
0.55%
-2.1%
Q1 2022$7,368,000
-1.8%
41,876
-0.2%
0.56%
-3.3%
Q4 2021$7,502,000
+4.6%
41,944
-1.0%
0.58%
-6.9%
Q3 2021$7,172,000
-4.3%
42,373
-1.8%
0.62%
-5.2%
Q2 2021$7,491,000
-81.1%
43,138
-76.9%
0.66%
-81.8%
Q1 2021$39,592,000
+8.0%
186,759
-1.5%
3.61%
-7.2%
Q4 2020$36,658,000
+620.8%
189,616
+312.5%
3.89%
+593.6%
Q3 2020$5,086,000
-81.7%
45,970
-76.1%
0.56%
-83.7%
Q2 2020$27,745,000
+555.0%
191,997
+302.5%
3.44%
+444.1%
Q1 2020$4,236,000
-52.7%
47,705
-27.0%
0.63%
-35.8%
Q4 2019$8,954,000
+3.3%
65,322
-2.9%
0.99%
-7.8%
Q3 2019$8,669,000
+10.5%
67,280
+12.0%
1.07%
+10.4%
Q2 2019$7,843,00060,0790.97%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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