Amplius Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,129 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.

Quarter-by-quarter ownership
Amplius Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$271,936
+3.6%
1,705
+7.4%
0.04%
+2.9%
Q2 2023$262,492
-13.8%
1,587
-17.3%
0.04%
-20.5%
Q1 2023$304,660
-17.1%
1,919
-17.1%
0.04%
-25.4%
Q4 2022$367,622
-23.9%
2,315
-31.2%
0.06%
-31.4%
Q3 2022$483,000
-95.7%
3,365
-95.5%
0.09%
-95.3%
Q2 2022$11,235,000
+23804.3%
74,993
+28414.4%
1.82%
+30183.3%
Q4 2021$47,0002630.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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