IHT Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 975 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.6%.

Quarter-by-quarter ownership
IHT Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,281,650
+6.0%
26,846
+9.9%
0.22%
+3.3%
Q2 2023$4,040,617
-4.0%
24,429
-7.8%
0.21%
-12.5%
Q1 2023$4,208,705
+2.7%
26,510
+2.7%
0.24%
-6.6%
Q4 2022$4,098,193
+14.8%
25,807
+3.6%
0.26%
-5.2%
Q3 2022$3,571,000
+6.8%
24,903
+11.6%
0.27%
-8.1%
Q2 2022$3,345,000
-14.2%
22,324
+0.8%
0.30%0.0%
Q1 2022$3,898,000
+2.3%
22,154
+4.0%
0.30%
+5.0%
Q4 2021$3,811,000
+10.2%
21,310
+4.3%
0.28%
-0.4%
Q3 2021$3,459,000
+4.9%
20,437
+7.6%
0.28%
+34.9%
Q2 2021$3,298,000
+2.4%
18,989
-2.4%
0.21%
-9.9%
Q1 2021$3,222,000
+20.3%
19,454
+3.3%
0.23%
+4.0%
Q4 2020$2,679,000
+27.2%
18,838
-1.1%
0.22%
+5.7%
Q3 2020$2,106,000
+5.6%
19,039
+2.1%
0.21%
-22.7%
Q2 2020$1,994,000
+20.8%
18,654
+0.4%
0.27%
+14.7%
Q1 2020$1,650,000
+37.4%
18,586
+112.1%
0.24%
+67.6%
Q4 2019$1,201,000
+16.5%
8,761
+9.6%
0.14%
+1.4%
Q3 2019$1,031,000
-2.1%
7,996
-0.8%
0.14%
-8.5%
Q2 2019$1,053,000
+38.9%
8,064
+37.0%
0.15%
+21.4%
Q1 2019$758,000
+6.9%
5,885
-5.3%
0.13%
-7.4%
Q4 2018$709,000
-12.0%
6,217
+7.5%
0.14%
-21.8%
Q3 2018$806,000
+7.5%
5,785
+4.7%
0.17%
-9.4%
Q2 2018$750,000
+46.8%
5,527
+36.8%
0.19%
+40.1%
Q1 2018$511,000
-11.6%
4,040
-5.7%
0.14%
-10.5%
Q4 2017$578,000
+46.0%
4,283
+39.1%
0.15%
-9.5%
Q3 2017$396,000
+970.3%
3,079
+0.2%
0.17%
+838.9%
Q2 2017$37,000
-86.1%
3,074
+38.8%
0.02%
-89.9%
Q1 2017$267,000
-6.0%
2,214
-5.1%
0.18%
-17.2%
Q4 2016$284,0002,3330.22%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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