Secure Asset Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,129 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.

Quarter-by-quarter ownership
Secure Asset Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2023$234,050
+3.1%
1,474
+3.1%
0.08%
-4.9%
Q4 2022$227,012
-63.4%
1,430
-58.8%
0.08%
-67.3%
Q4 2021$620,000
+6.2%
3,468
+0.5%
0.25%
-12.8%
Q3 2021$584,000
-9.7%
3,452
-7.3%
0.29%
-12.2%
Q2 2021$647,0003,7240.33%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 1,148,489$182,380,07525.64%
Mokosak Advisory Group, LLC 242,614$38,599,07617.26%
University of Maryland Foundation, Inc. 91,176$14,47916.47%
Arista Wealth Management, LLC 140,084$22,239,69914.04%
TrueWealth Financial Partners 69,953$11,108,51310.77%
BHK Investment Advisors, LLC 104,379$16,575,3549.32%
Bishop & Co Investment Management, LLC 120,701$19,1679.31%
Efficient Advisors, LLC 572,185$90,862,9139.24%
Jacobsen Capital Management 102,696$16,3088.69%
New England Capital Financial Advisors LLC 72,972$12,182,0028.64%
View complete list of VANGUARD INDEX FDS shareholders