Prestige Wealth Management Group LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 976 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.81 and the average weighting 0.7%.

Quarter-by-quarter ownership
Prestige Wealth Management Group LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,307
-3.6%
270.0%0.00%0.0%
Q2 2023$4,466
-14.8%
27
-18.2%
0.00%0.0%
Q1 2023$5,240
-44.1%
33
-44.1%
0.00%
-50.0%
Q4 2022$9,369
+134.2%
59
+118.5%
0.00%
+100.0%
Q3 2022$4,0000.0%270.0%0.00%0.0%
Q2 2022$4,000
-20.0%
270.0%0.00%0.0%
Q1 2022$5,0000.0%270.0%0.00%0.0%
Q4 2021$5,0000.0%270.0%0.00%0.0%
Q3 2021$5,0000.0%270.0%0.00%0.0%
Q2 2021$5,000
+25.0%
270.0%0.00%0.0%
Q1 2021$4,000
-33.3%
27
-30.8%
0.00%
-50.0%
Q4 2020$6,0000.0%39
-27.8%
0.00%0.0%
Q3 2020$6,000
-97.0%
54
-96.3%
0.00%
-98.2%
Q4 2019$202,000
+3.6%
1,471
-2.6%
0.11%
-2.6%
Q3 2019$195,000
-3.5%
1,510
-2.1%
0.11%
-6.6%
Q2 2019$202,000
-37.5%
1,543
-38.6%
0.12%
-38.4%
Q1 2019$323,000
+7.3%
2,511
-4.9%
0.20%
-10.8%
Q4 2018$301,0002,6410.22%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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