Bradley & Co. Private Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,116 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%.

Quarter-by-quarter ownership
Bradley & Co. Private Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$80,702
-3.6%
5060.0%0.08%
+1.2%
Q2 2023$83,692
+4.2%
5060.0%0.08%
-5.7%
Q1 2023$80,332
-0.0%
5060.0%0.09%
-10.2%
Q4 2022$80,353
+11.6%
5060.0%0.10%
+14.0%
Q3 2022$72,000
-5.3%
5060.0%0.09%
+2.4%
Q2 2022$76,000
-14.6%
5060.0%0.08%
+10.5%
Q1 2022$89,000
-2.2%
5060.0%0.08%
+4.1%
Q4 2021$91,000
+5.8%
5060.0%0.07%
-1.4%
Q3 2021$86,000
-2.3%
5060.0%0.07%
-3.9%
Q2 2021$88,000
+4.8%
5060.0%0.08%
-1.3%
Q1 2021$84,0005060.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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