NICOLET ADVISORY SERVICES, LLC - 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
NICOLET ADVISORY SERVICES, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$286,598
-8.2%
1,848
-3.6%
0.03%
-5.9%
Q2 2023$312,033
-13.8%
1,917
-17.9%
0.03%
-19.0%
Q1 2023$361,967
-13.6%
2,336
-7.2%
0.04%
-23.6%
Q4 2022$419,127
+81.4%
2,518
+61.3%
0.06%
+44.7%
Q3 2022$231,000
-2.9%
1,561
+0.1%
0.04%
+8.6%
Q2 2022$238,000
-13.8%
1,559
-3.1%
0.04%
-2.8%
Q1 2022$276,000
-4.2%
1,609
+0.1%
0.04%
+2.9%
Q4 2021$288,000
+3.2%
1,608
-2.5%
0.04%0.0%
Q3 2021$279,000
-3.5%
1,649
-0.8%
0.04%
-7.9%
Q2 2021$289,000
+4.0%
1,662
-0.9%
0.04%
-2.6%
Q1 2021$278,000
+16.3%
1,677
-0.2%
0.04%
+14.7%
Q4 2020$239,000
+18.9%
1,681
-25.8%
0.03%
-2.9%
Q1 2020$201,000
-47.5%
2,266
-18.8%
0.04%
-41.7%
Q4 2019$383,000
+5.8%
2,791
-0.6%
0.06%
+9.1%
Q3 2019$362,000
+2.0%
2,807
+3.2%
0.06%
+1.9%
Q2 2019$355,000
+1.4%
2,720
+0.0%
0.05%
-8.5%
Q1 2019$350,0002,7190.06%
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