SAX WEALTH ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 976 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.81 and the average weighting 0.7%.

Quarter-by-quarter ownership
SAX WEALTH ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$240,161
+13.8%
1,506
+25.6%
0.05%
-7.8%
Q1 2022$211,000
-27.5%
1,199
-26.4%
0.05%
-16.4%
Q4 2021$291,000
-12.1%
1,629
-16.7%
0.06%
-22.8%
Q3 2021$331,000
-2.6%
1,9550.0%0.08%
-32.5%
Q2 2021$340,000
-3.4%
1,955
-8.1%
0.12%
-9.3%
Q1 2021$352,000
-10.2%
2,128
-22.7%
0.13%
-28.3%
Q4 2020$392,0002,7530.18%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
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