Comprehensive Financial Management 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
Comprehensive Financial Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$60,170,494
-4.1%
377,268
-0.6%
2.18%
+5.6%
Q2 2023$62,769,469
+4.2%
379,5010.0%2.06%
+12.9%
Q1 2023$60,249,583
-0.0%
379,5010.0%1.83%
-5.8%
Q4 2022$60,264,763
+10.7%
379,5010.0%1.94%
+37.2%
Q3 2022$54,420,000
-4.3%
379,5010.0%1.42%
-11.2%
Q2 2022$56,857,000
-14.8%
379,5010.0%1.59%
+31.8%
Q1 2022$66,769,000
-1.6%
379,5010.0%1.21%
+38.8%
Q4 2021$67,874,000
+5.7%
379,5010.0%0.87%
+44.2%
Q3 2021$64,234,000
-2.5%
379,5010.0%0.60%
+9.4%
Q2 2021$65,904,000
+5.5%
379,501
+0.6%
0.55%
-11.0%
Q1 2021$62,479,000
+19363.9%
377,268
+16600.7%
0.62%
+20566.7%
Q4 2020$321,000
+30.0%
2,259
+1.2%
0.00%0.0%
Q3 2020$247,000
+4.2%
2,233
+0.9%
0.00%0.0%
Q2 2020$237,000
-21.8%
2,2130.0%0.00%
-50.0%
Q4 2019$303,0002,2130.01%
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