Meridian 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
Meridian Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,984,566
+6.6%
37,519
+10.6%
0.37%
-22.4%
Q2 2023$5,613,194
+12.7%
33,937
+8.1%
0.47%
+8.7%
Q1 2023$4,982,813
+240.7%
31,386
+240.8%
0.44%
+204.2%
Q4 2022$1,462,419
+7.9%
9,209
-2.5%
0.14%
-2.1%
Q3 2022$1,355,000
-38.2%
9,446
-35.5%
0.15%
-18.4%
Q2 2022$2,193,000
+311.4%
14,635
+383.5%
0.18%
+208.6%
Q1 2022$533,000
-1.3%
3,027
+0.2%
0.06%0.0%
Q4 2021$540,000
+6.1%
3,021
+0.4%
0.06%
-7.9%
Q3 2021$509,000
-2.3%
3,009
+0.2%
0.06%
-4.5%
Q2 2021$521,000
+4.4%
3,002
-0.4%
0.07%
-9.6%
Q1 2021$499,000
+12.4%
3,015
-3.6%
0.07%
+4.3%
Q4 2020$444,000
+67.5%
3,129
+30.2%
0.07%
+7.7%
Q3 2020$265,000
+1.1%
2,404
-2.1%
0.06%
-26.1%
Q2 2020$262,000
+25.4%
2,455
+4.2%
0.09%
-5.4%
Q1 2020$209,000
-41.8%
2,356
-10.2%
0.09%
-46.2%
Q4 2019$359,000
+5.6%
2,623
-0.5%
0.17%
+8.1%
Q3 2019$340,000
-87.0%
2,636
+31.8%
0.16%
+50.9%
Q2 2019$2,611,000
+1137.4%
2,000
+21.8%
0.11%
+10.4%
Q1 2019$211,000
-10.6%
1,642
-5.6%
0.10%
-13.5%
Q2 2018$236,000
+4.9%
1,739
+0.2%
0.11%
-0.9%
Q1 2018$225,000
-0.9%
1,736
+1.6%
0.11%
-20.0%
Q4 2017$227,000
+4.1%
1,708
+0.9%
0.14%
+1.4%
Q3 2017$218,0001,6920.14%
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