Sound Income Strategies, 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
Sound Income Strategies, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,080
-88.1%
13
-87.7%
0.00%
-100.0%
Q2 2023$17,532
+150.9%
106
+140.9%
0.00%
+100.0%
Q4 2022$6,987
+39.7%
44
+33.3%
0.00%0.0%
Q2 2022$5,0000.0%33
+17.9%
0.00%0.0%
Q1 2022$5,0000.0%280.0%0.00%0.0%
Q4 2021$5,0000.0%280.0%0.00%0.0%
Q3 2021$5,0000.0%280.0%0.00%0.0%
Q2 2021$5,000
-99.9%
28
-50.0%
0.00%
-50.0%
Q1 2021$9,274,000
+231750.0%
56
+100.0%
0.00%
+100.0%
Q4 2020$4,000
+33.3%
280.0%0.00%0.0%
Q3 2020$3,0000.0%280.0%0.00%0.0%
Q2 2020$3,000
+50.0%
280.0%0.00%0.0%
Q1 2020$2,000
-84.6%
28
-72.5%
0.00%
-75.0%
Q2 2019$13,000
-75.5%
102
-75.1%
0.00%
-83.3%
Q1 2019$53,000
+12.8%
4100.0%0.02%
-4.0%
Q4 2018$47,000
-17.5%
4100.0%0.02%
-10.7%
Q3 2018$57,000
+1.8%
4100.0%0.03%
-15.2%
Q2 2018$56,0004100.03%
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