Total Wealth Planning, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.

Quarter-by-quarter ownership
Total Wealth Planning, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$14,986,962
-3.5%
93,968
+0.1%
3.06%
-5.3%
Q2 2023$15,529,372
+9.4%
93,890
+5.0%
3.23%
+3.3%
Q1 2023$14,193,416
+4.4%
89,402
+4.4%
3.13%
-7.1%
Q4 2022$13,594,671
+6.2%
85,609
-4.1%
3.37%
-7.3%
Q3 2022$12,796,000
+0.0%
89,233
+4.5%
3.63%
-1.9%
Q2 2022$12,794,000
-13.2%
85,399
+1.9%
3.70%
-7.1%
Q1 2022$14,747,000
+94.2%
83,821
+42.1%
3.98%
-15.1%
Q4 2021$7,594,000
-42.1%
58,991
-23.8%
4.69%
-1.4%
Q3 2021$13,111,000
+6.0%
77,458
+8.7%
4.76%
-1.9%
Q2 2021$12,372,000
+2.9%
71,242
-1.8%
4.85%
-4.8%
Q1 2021$12,019,000
+10.9%
72,577
-4.8%
5.10%
+1.7%
Q4 2020$10,838,000
+18.7%
76,211
-7.7%
5.01%
+5.7%
Q3 2020$9,130,000
+3.4%
82,525
-0.1%
4.74%
-3.2%
Q2 2020$8,831,000
+11.8%
82,597
-7.1%
4.89%
-4.7%
Q1 2020$7,898,000
-11.0%
88,945
+37.3%
5.14%
+8.5%
Q4 2019$8,877,000
+8.3%
64,764
+1.8%
4.73%
+1.7%
Q3 2019$8,195,000
+5.2%
63,604
+6.6%
4.66%
+1.2%
Q2 2019$7,787,000
+2.5%
59,651
+1.1%
4.60%
-2.0%
Q1 2019$7,594,000
+10.6%
58,991
-2.0%
4.69%
-1.2%
Q4 2018$6,864,00060,1784.75%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Mokosak Advisory Group, LLC 174,181$22,452,00014.83%
Zhang Financial LLC 234,102$30,150,00012.74%
Efficient Advisors, LLC 325,688$41,965,0007.67%
Polianta Ltd 87,100$11,222,0007.13%
Bishop & Co Investment Management, LLC 74,512$9,601,0006.98%
Wealth Architects, LLC 172,552$22,233,0006.77%
NewFocus Financial Group, LLC 115,330$14,860,0006.52%
BHK Investment Advisors, LLC 82,886$10,680,0006.17%
INSPIRION WEALTH ADVISORS, LLC 106,210$13,685,0005.99%
Hardy Reed LLC 113,164$14,581,0005.82%
View complete list of VANGUARD INDEX FDS shareholders