WealthShield Partners, 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
WealthShield Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,403,383
+5.2%
27,609
+9.1%
0.66%
+5.4%
Q2 2023$4,184,638
+10.6%
25,300
+6.2%
0.63%
+3.3%
Q1 2023$3,781,995
+5.7%
23,822
+5.7%
0.61%
-10.9%
Q4 2022$3,579,163
+9.8%
22,537
-0.9%
0.68%
+5.9%
Q3 2022$3,260,000
+2.9%
22,737
+7.5%
0.65%
+3.0%
Q2 2022$3,168,000
-13.3%
21,146
+1.8%
0.63%
+7.2%
Q1 2022$3,656,000
-29.5%
20,781
-28.3%
0.59%
-32.1%
Q4 2021$5,183,000
+25.5%
28,982
+18.8%
0.86%
-22.0%
Q3 2021$4,131,000
-4.1%
24,401
-1.7%
1.11%
+63.9%
Q2 2021$4,309,000
-3.9%
24,814
-8.3%
0.68%
-16.3%
Q1 2021$4,483,000
+8.1%
27,068
-7.2%
0.81%
+5.4%
Q4 2020$4,146,000
+445.5%
29,157
+324.0%
0.76%
+187.6%
Q3 2020$760,000
+3.1%
6,876
-0.4%
0.27%
-21.5%
Q2 2020$737,000
-37.7%
6,902
-48.2%
0.34%
-53.2%
Q1 2020$1,183,000
-39.6%
13,318
-6.8%
0.72%
-24.2%
Q4 2019$1,958,000
+6.7%
14,284
+0.3%
0.96%
-1.7%
Q3 2019$1,835,000
-1.3%
14,2440.0%0.97%
-9.8%
Q2 2019$1,859,000
+1.4%
14,2440.0%1.08%
+5.2%
Q1 2019$1,833,000
+0.7%
14,244
-10.8%
1.02%
-17.4%
Q4 2018$1,821,000
-17.8%
15,968
+1.1%
1.24%
-1.8%
Q3 2018$2,214,000
+3.1%
15,797
-0.1%
1.26%
-3.4%
Q2 2018$2,147,000
+4.7%
15,807
-0.2%
1.31%
+0.7%
Q1 2018$2,051,000
-11.9%
15,845
-8.8%
1.30%
-8.3%
Q4 2017$2,327,00017,3831.42%
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