Independent Advisor Alliance - 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
Independent Advisor Alliance ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,461,088
-2.6%
9,161
+1.0%
0.07%0.0%
Q2 2023$1,500,343
+4.2%
9,0710.0%0.07%
-4.3%
Q1 2023$1,440,112
-0.0%
9,071
-0.0%
0.07%
-86.1%
Q4 2022$1,440,799
+10.7%
9,073
-0.1%
0.50%
+551.3%
Q3 2022$1,302,000
+5.3%
9,082
+10.1%
0.08%
+10.1%
Q2 2022$1,236,000
-56.4%
8,249
-60.1%
0.07%
-44.4%
Q4 2019$2,832,00020,6580.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 1,148,489$182,380,07525.64%
Mokosak Advisory Group, LLC 242,614$38,599,07617.26%
University of Maryland Foundation, Inc. 91,176$14,47916.47%
Arista Wealth Management, LLC 140,084$22,239,69914.04%
TrueWealth Financial Partners 69,953$11,108,51310.77%
BHK Investment Advisors, LLC 104,379$16,575,3549.32%
Bishop & Co Investment Management, LLC 120,701$19,1679.31%
Efficient Advisors, LLC 572,185$90,862,9139.24%
Jacobsen Capital Management 102,696$16,3088.69%
New England Capital Financial Advisors LLC 72,972$12,182,0028.64%
View complete list of VANGUARD INDEX FDS shareholders