Asset Planning Services, Ltd. - 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
Asset Planning Services, Ltd. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2021$1,978,000
-3.3%
11,059
-8.5%
0.91%
-7.0%
Q3 2021$2,046,000
-2.7%
12,086
-0.2%
0.98%
-2.7%
Q2 2021$2,102,000
+4.5%
12,105
-0.4%
1.01%
+9.0%
Q1 2021$2,012,000
+14.3%
12,150
-1.8%
0.93%
+9.7%
Q4 2020$1,760,000
+7.6%
12,375
-16.3%
0.84%
+19.4%
Q3 2020$1,635,000
-5.1%
14,778
-8.2%
0.71%
-4.8%
Q2 2020$1,722,000
+22.2%
16,101
+1.5%
0.74%
+6.7%
Q1 2020$1,409,000
-33.1%
15,863
+2.3%
0.70%
-20.1%
Q4 2019$2,106,000
+5.3%
15,507
-0.1%
0.87%
+0.6%
Q3 2019$2,000,000
+0.8%
15,521
+2.1%
0.87%
-0.8%
Q2 2019$1,985,000
-2.3%
15,207
-3.6%
0.87%
-9.0%
Q1 2019$2,031,000
+13.6%
15,778
+0.7%
0.96%
+6.0%
Q4 2018$1,788,000
-11.4%
15,675
+2.9%
0.91%
-5.4%
Q3 2018$2,017,000
-6.8%
15,239
-4.4%
0.96%
-9.5%
Q2 2018$2,164,000
+4.6%
15,939
-0.2%
1.06%
-0.4%
Q1 2018$2,068,000
-3.3%
15,976
-0.8%
1.06%
-3.7%
Q4 2017$2,138,000
+12.9%
16,101
+8.6%
1.10%
+5.5%
Q3 2017$1,894,000
+7.0%
14,822
+2.9%
1.05%
-7.6%
Q2 2017$1,770,000
+3.9%
14,398
+3.8%
1.13%
-1.1%
Q1 2017$1,703,000
+0.1%
13,865
-1.4%
1.14%
-14.8%
Q4 2016$1,701,000
+2.7%
14,060
-6.1%
1.34%
-2.5%
Q3 2016$1,656,000
+5.2%
14,968
+0.1%
1.38%
+1.0%
Q2 2016$1,574,000
+0.8%
14,948
-2.4%
1.36%
-3.7%
Q1 2016$1,561,000
+8.2%
15,317
+4.9%
1.42%
+1.7%
Q4 2015$1,443,000
+11.9%
14,608
+9.7%
1.39%
+6.9%
Q3 2015$1,290,000
+13.5%
13,320
+26.4%
1.30%
+18.8%
Q2 2015$1,137,00010,5421.10%
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