BEAM WEALTH ADVISORS, INC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 975 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.6%.

Quarter-by-quarter ownership
BEAM WEALTH ADVISORS, INC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2021$267,000
-8.9%
1,575
-6.6%
0.23%
-9.5%
Q2 2021$293,000
+2.8%
1,687
-2.0%
0.25%
-0.4%
Q1 2021$285,000
+23.4%
1,721
+5.8%
0.25%
+16.5%
Q4 2020$231,000
-8.0%
1,626
-11.1%
0.22%
-6.8%
Q4 2019$251,0001,8290.23%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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