Windsor Wealth Management, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,116 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.

Quarter-by-quarter ownership
Windsor Wealth Management, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,236
-11.2%
39,102
-7.9%
1.14%
-9.4%
Q2 2023$7,023
-1.2%
42,458
-6.4%
1.26%
-8.5%
Q1 2023$7,106
-4.8%
45,374
-0.9%
1.38%
-10.6%
Q4 2022$7,462
-99.9%
45,763
-0.7%
1.54%
-9.2%
Q3 2022$6,819,000
+10.0%
46,076
+11.5%
1.70%
+7.3%
Q2 2022$6,197,000
+726.3%
41,335
+846.1%
1.58%
+1038.8%
Q1 2022$750,000
+99.5%
4,369
+112.0%
0.14%
+101.4%
Q4 2021$376,000
+20.9%
2,061
+14.4%
0.07%
+6.2%
Q3 2021$311,000
+44.0%
1,801
+14.1%
0.06%
-17.7%
Q4 2019$216,000
+4.3%
1,579
+0.1%
0.08%
-13.2%
Q2 2019$207,000
+2.0%
1,5780.0%0.09%
-20.2%
Q1 2019$203,000
-23.1%
1,578
-16.7%
0.11%
-33.3%
Q3 2018$264,000
+1.1%
1,895
-1.4%
0.17%
-16.2%
Q2 2018$261,000
-2.6%
1,921
-7.1%
0.20%
-10.1%
Q1 2018$268,000
+5.1%
2,068
+7.7%
0.23%
+3.7%
Q4 2017$255,0001,9210.22%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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