Centered Wealth LLC dba Miller Equity Capital Advisors - VANGUARD INDEX FDS ownership

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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%.

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Quarter-by-quarter ownership
Centered Wealth LLC dba Miller Equity Capital Advisors ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,023,609
-3.5%
12,688
+0.0%
1.05%
-1.5%
Q2 2023$2,097,768
+4.7%
12,683
+0.5%
1.06%
-5.1%
Q1 2023$2,004,504
+0.4%
12,626
+0.4%
1.12%
-13.4%
Q4 2022$1,996,275
+12.4%
12,571
+1.5%
1.30%
-0.6%
Q3 2022$1,776,000
-3.8%
12,386
+0.5%
1.30%
-17.3%
Q2 2022$1,846,000
-14.9%
12,3210.0%1.58%
-14.3%
Q1 2022$2,168,000
-1.6%
12,3210.0%1.84%
-10.4%
Q4 2021$2,204,000
+10.5%
12,321
+4.6%
2.05%
+4.5%
Q3 2021$1,995,000
-2.5%
11,7840.0%1.96%
-7.1%
Q2 2021$2,046,000
+4.8%
11,7840.0%2.11%
-13.6%
Q1 2021$1,952,000
+15.9%
11,784
-0.5%
2.44%
+8.7%
Q4 2020$1,684,000
+26.9%
11,844
-1.2%
2.25%
+12.5%
Q3 2020$1,327,000
+3.5%
11,9920.0%2.00%
-4.1%
Q2 2020$1,282,000
+12.7%
11,992
-6.4%
2.08%
-2.4%
Q1 2020$1,138,000
-43.3%
12,812
-12.5%
2.14%
-16.9%
Q4 2019$2,006,000–14,637–2.57%–
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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