Essex Private Wealth Management, LLC - VANGUARD INDEX FDS ownership

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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%.

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Quarter-by-quarter ownership
Essex Private Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$483,733
-3.3%
3,033
+0.3%
1.65%
-3.8%
Q2 2023$500,004
+4.2%
3,0230.0%1.72%
-1.3%
Q1 2023$479,931
-0.0%
3,0230.0%1.74%
-3.2%
Q4 2022$480,052
+20.9%
3,023
+9.2%
1.80%
+13.6%
Q3 2022$397,000
-4.3%
2,7680.0%1.58%
+2.1%
Q2 2022$415,000
-14.8%
2,7680.0%1.55%
+18.1%
Q1 2022$487,000
-1.6%
2,7680.0%1.31%
+214.1%
Q4 2021$495,000
+5.5%
2,7680.0%0.42%
-1.9%
Q3 2021$469,000
-2.5%
2,7680.0%0.43%
-3.0%
Q2 2021$481,000
+5.0%
2,7680.0%0.44%
+0.5%
Q1 2021$458,000
+16.5%
2,7680.0%0.44%
+13.8%
Q4 2020$393,000
+28.4%
2,7680.0%0.38%
+21.1%
Q3 2020$306,000
+3.7%
2,7680.0%0.32%
-7.3%
Q2 2020$295,000
+20.4%
2,7680.0%0.34%
+6.9%
Q1 2020$245,000
-35.4%
2,7680.0%0.32%
-16.7%
Q4 2019$379,000–2,768–0.38%–
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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