TFO Wealth Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 965 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 1.29 and the average weighting 0.7%.

Quarter-by-quarter ownership
TFO Wealth Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$542,4110.0%3,2790.0%0.11%
-0.9%
Q2 2023$542,411
+4.2%
3,279
+0.0%
0.11%0.0%
Q1 2023$520,341
-85.3%
3,278
-92.4%
0.11%
-86.1%
Q4 2022$3,545,152
+619.1%
42,982
+1149.8%
0.82%
+565.0%
Q3 2022$493,000
-2.0%
3,439
+2.4%
0.12%
+8.8%
Q2 2022$503,000
-21.7%
3,359
-7.9%
0.11%
-11.0%
Q1 2022$642,000
-26.1%
3,646
-26.9%
0.13%
-24.0%
Q4 2021$869,000
+30.3%
4,991
+26.6%
0.17%
+26.5%
Q3 2021$667,000
-6.1%
3,941
-4.1%
0.13%
-5.7%
Q2 2021$710,000
+3.2%
4,108
-1.1%
0.14%
-32.0%
Q1 2021$688,000
+11.1%
4,154
-4.5%
0.21%
+4.6%
Q4 2020$619,000
+98.4%
4,352
+54.2%
0.20%
+64.2%
Q3 2020$312,000
-51.6%
2,823
-53.2%
0.12%
-52.8%
Q2 2020$644,000
+51.2%
6,026
+25.3%
0.25%
+38.8%
Q1 2020$426,000
-42.4%
4,808
-10.9%
0.18%
-73.1%
Q4 2019$739,0005,3980.68%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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