PAX Financial Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,064 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.7%.

Quarter-by-quarter ownership
PAX Financial Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$489,475
-7.4%
3,069
-3.9%
0.11%
-5.9%
Q2 2023$528,453
+10.0%
3,195
+5.6%
0.12%
+3.5%
Q1 2023$480,567
+1.9%
3,027
+2.0%
0.12%
-4.2%
Q4 2022$471,477
+11.7%
2,969
+0.8%
0.12%
+11.1%
Q3 2022$422,000
+40.2%
2,945
+46.8%
0.11%
+42.1%
Q2 2022$301,000
-10.4%
2,006
+4.9%
0.08%
-2.6%
Q1 2022$336,000
+21.3%
1,912
+23.3%
0.08%
+25.8%
Q4 2021$277,000
+11.2%
1,551
+5.6%
0.06%
+1.6%
Q3 2021$249,000
+5.1%
1,469
+7.5%
0.06%
+1.7%
Q2 2021$237,000
+9.7%
1,367
+4.8%
0.06%
-1.6%
Q1 2021$216,000
-9.6%
1,304
-25.3%
0.06%
-40.2%
Q4 2019$239,0001,7450.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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