Wealth Alliance - 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
Wealth Alliance ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$645,362
-0.1%
4,046
+3.6%
0.10%
+5.2%
Q2 2023$646,259
+13.5%
3,907
+8.9%
0.10%
+5.4%
Q1 2023$569,469
+1.5%
3,587
+1.5%
0.09%
-8.0%
Q4 2022$561,230
+12.7%
3,534
+1.7%
0.10%
+2.0%
Q3 2022$498,000
+7.3%
3,475
+12.3%
0.10%
+10.1%
Q2 2022$464,000
-12.6%
3,095
+2.6%
0.09%
-18.3%
Q1 2022$531,000
+6.0%
3,017
+7.7%
0.11%
+7.9%
Q4 2021$501,000
+11.3%
2,801
+5.4%
0.10%0.0%
Q3 2021$450,000
+15.7%
2,658
+18.7%
0.10%
+9.8%
Q2 2021$389,000
+23.9%
2,240
+18.3%
0.09%
+4.5%
Q1 2021$314,000
+44.7%
1,894
+24.0%
0.09%
+37.5%
Q4 2020$217,0001,5280.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 1,143,976$171,390,00019.06%
Mokosak Advisory Group, LLC 237,660$35,605,00017.00%
University of Maryland Foundation, Inc. 91,176$13,660,00011.30%
TrueWealth Financial Partners 67,405$10,099,00010.59%
BHK Investment Advisors, LLC 137,011$20,527,0009.23%
Jacobsen Capital Management 113,382$16,987,0009.04%
Bishop & Co Investment Management, LLC 120,805$18,099,0009.02%
Family CFO Inc 51,815$7,762,913,0008.48%
TOTAL INVESTMENT MANAGEMENT INC 308,380$46,202,0008.38%
Center for Financial Planning, Inc. 217,616$32,603,0008.28%
View complete list of VANGUARD INDEX FDS shareholders