Windward Private Wealth Management Inc. - VANGUARD INDEX FDS ownership

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VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,131 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
Windward Private Wealth Management Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$1,757,668
-8.0%
9,630
-3.3%
0.71%
-8.8%
Q1 2024$1,910,741
-9.3%
9,958
-14.9%
0.78%
-11.6%
Q4 2023$2,106,369
-19.1%
11,704
-28.3%
0.88%
-25.0%
Q3 2023$2,602,079
-2.8%
16,315
+0.8%
1.18%
-0.8%
Q2 2023$2,677,495
+0.6%
16,188
-3.5%
1.19%
+4.4%
Q1 2023$2,662,088
-7.3%
16,768
-7.2%
1.14%
-10.7%
Q4 2022$2,870,628
-0.2%
18,077
-9.9%
1.27%
-8.2%
Q3 2022$2,877,000
-7.8%
20,065
-3.7%
1.38%
-3.5%
Q2 2022$3,122,000
-18.3%
20,839
-4.1%
1.44%
-9.1%
Q1 2022$3,822,000
-9.8%
21,726
-8.3%
1.58%
-3.5%
Q4 2021$4,237,000
-0.6%
23,690
-5.9%
1.64%
-5.7%
Q3 2021$4,261,000
-20.5%
25,176
-18.5%
1.73%
-21.3%
Q2 2021$5,363,000
-9.5%
30,883
-13.7%
2.20%
-16.3%
Q1 2021$5,926,000
-13.6%
35,781
-25.8%
2.63%
-17.9%
Q4 2020$6,861,000–48,247–3.20%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q2 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