MinichMacGregor Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,165 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.

Quarter-by-quarter ownership
MinichMacGregor Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2022$5,875
-99.9%
37
-99.9%
0.00%
-99.9%
Q1 2022$8,732,000
+24155.6%
49,633
+17626.1%
2.79%
+9871.4%
Q1 2018$36,000
-2.7%
2800.0%0.03%
-3.4%
Q4 2017$37,000
+5.7%
2800.0%0.03%0.0%
Q3 2017$35,000
+2.9%
2800.0%0.03%
-3.3%
Q2 2017$34,0000.0%2800.0%0.03%
-3.2%
Q1 2017$34,000
+3.0%
2800.0%0.03%0.0%
Q4 2016$33,000
+10.0%
2800.0%0.03%
+10.7%
Q3 2016$30,000
+3.4%
2800.0%0.03%
+3.7%
Q2 2016$29,000
+3.6%
2800.0%0.03%0.0%
Q1 2016$28,000
+211.1%
280
+211.1%
0.03%
+237.5%
Q4 2015$9,000900.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 1,148,489$182,380,07525.64%
Mokosak Advisory Group, LLC 242,614$38,599,07617.26%
University of Maryland Foundation, Inc. 91,176$14,47916.47%
Arista Wealth Management, LLC 140,084$22,239,69914.04%
TrueWealth Financial Partners 69,953$11,108,51310.77%
BHK Investment Advisors, LLC 104,379$16,575,3549.32%
Bishop & Co Investment Management, LLC 120,701$19,1679.31%
Efficient Advisors, LLC 572,185$90,862,9139.24%
Jacobsen Capital Management 102,696$16,3088.69%
New England Capital Financial Advisors LLC 72,972$12,182,0028.64%
View complete list of VANGUARD INDEX FDS shareholders