Red Wave Investments LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,194 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.89 and the average weighting 0.7%.

Quarter-by-quarter ownership
Red Wave Investments LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$425,360
-3.6%
2,6670.0%0.18%
+2.2%
Q2 2023$441,122
+4.6%
2,667
+0.4%
0.18%
+1.7%
Q1 2023$421,825
-6.5%
2,657
-6.4%
0.18%
-7.9%
Q4 2022$450,992
+4.2%
2,840
-6.1%
0.19%
+1.6%
Q3 2022$433,000
-4.4%
3,0230.0%0.19%
+0.5%
Q2 2022$453,000
-14.8%
3,023
+0.1%
0.19%
-1.1%
Q1 2022$532,000
+4.7%
3,021
+6.4%
0.19%
+8.7%
Q4 2021$508,000
+5.8%
2,8380.0%0.17%0.0%
Q3 2021$480,000
-2.6%
2,8380.0%0.17%
-6.0%
Q2 2021$493,000
+4.9%
2,8380.0%0.18%
-4.7%
Q1 2021$470,000
+24.3%
2,838
+6.9%
0.19%
+14.2%
Q4 2020$378,0002,6550.17%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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