Clearstead Trust, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,194 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.89 and the average weighting 0.7%.

Quarter-by-quarter ownership
Clearstead Trust, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$14,036
-3.0%
880.0%0.01%0.0%
Q2 2023$14,463
-85.9%
88
-86.4%
0.01%
-84.8%
Q1 2023$102,560
+100449.0%
6460.0%0.03%
-2.9%
Q4 2022$102
-99.9%
646
-32.8%
0.03%
-29.2%
Q3 2022$138,000
+6800.0%
962
+6771.4%
0.05%
+2300.0%
Q2 2022$2,0000.0%140.0%0.00%
+100.0%
Q1 2022$2,000
+100.0%
14
+366.7%
0.00%0.0%
Q4 2021$1,0000.0%30.0%0.00%0.0%
Q3 2021$1,000
-100.0%
3
-100.0%
0.00%
-100.0%
Q2 2021$3,668,000
+5.7%
19,994
-4.6%
2.39%
-6.9%
Q1 2021$3,470,00020,9542.57%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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