Iron Horse Wealth 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
Iron Horse Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,761,457
-0.2%
42,394
+3.5%
3.32%
-0.2%
Q2 2023$6,774,438
+13.5%
40,958
+9.0%
3.33%
+11.6%
Q1 2023$5,967,916
+103689.8%
37,590
+3.8%
2.98%
-4.0%
Q4 2022$5,750
-99.7%
36,209
+144.9%
3.10%
+1.4%
Q3 2022$2,120,000
-59.0%
14,786
-57.2%
3.06%
+4.0%
Q2 2022$5,170,000
-6.9%
34,507
+9.4%
2.94%
-3.4%
Q1 2022$5,552,000
+4.3%
31,555
+6.0%
3.05%
+1.9%
Q4 2021$5,324,000
+11.2%
29,767
+5.3%
2.99%
+0.7%
Q3 2021$4,786,000
+6.5%
28,277
+9.3%
2.97%
+0.2%
Q2 2021$4,492,000
+10.2%
25,868
+5.1%
2.96%
-3.0%
Q1 2021$4,077,000
+22.2%
24,615
+4.9%
3.05%
+14.3%
Q4 2020$3,336,00023,4582.67%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Mokosak Advisory Group, LLC 174,181$22,452,00014.83%
Zhang Financial LLC 234,102$30,150,00012.74%
Efficient Advisors, LLC 325,688$41,965,0007.67%
Polianta Ltd 87,100$11,222,0007.13%
Bishop & Co Investment Management, LLC 74,512$9,601,0006.98%
Wealth Architects, LLC 172,552$22,233,0006.77%
NewFocus Financial Group, LLC 115,330$14,860,0006.52%
BHK Investment Advisors, LLC 82,886$10,680,0006.17%
INSPIRION WEALTH ADVISORS, LLC 106,210$13,685,0005.99%
Hardy Reed LLC 113,164$14,581,0005.82%
View complete list of VANGUARD INDEX FDS shareholders