ARS Wealth Advisors Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 975 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.6%.

Quarter-by-quarter ownership
ARS Wealth Advisors Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$12,869,013
-4.4%
80,689
-0.8%
2.11%
-1.3%
Q2 2023$13,455,604
+1.5%
81,351
-2.6%
2.14%
-12.5%
Q1 2023$13,253,616
+1.9%
83,482
+1.9%
2.44%
+14.0%
Q4 2022$13,010,044
+17.8%
81,927
+6.3%
2.14%
+27.0%
Q3 2022$11,048,000
-0.8%
77,040
+3.6%
1.69%
+10.3%
Q2 2022$11,140,000
-16.9%
74,353
-2.4%
1.53%
-34.6%
Q1 2022$13,403,000
-0.2%
76,182
+1.5%
2.34%
+3.7%
Q4 2021$13,425,000
+11.3%
75,065
+5.4%
2.25%
+3.0%
Q3 2021$12,059,00071,2462.19%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 1,143,976$171,390,00019.06%
Mokosak Advisory Group, LLC 237,660$35,605,00017.00%
University of Maryland Foundation, Inc. 91,176$13,660,00011.30%
TrueWealth Financial Partners 67,405$10,099,00010.59%
BHK Investment Advisors, LLC 137,011$20,527,0009.23%
Jacobsen Capital Management 113,382$16,987,0009.04%
Bishop & Co Investment Management, LLC 120,805$18,099,0009.02%
Family CFO Inc 51,815$7,762,913,0008.48%
TOTAL INVESTMENT MANAGEMENT INC 308,380$46,202,0008.38%
Center for Financial Planning, Inc. 217,616$32,603,0008.28%
View complete list of VANGUARD INDEX FDS shareholders