Investments & Financial Planning, 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
Investments & Financial Planning, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,160,575
-4.6%
26,087
-1.0%
3.71%
-1.8%
Q2 2023$4,360,147
-2.9%
26,361
-6.8%
3.78%
-8.4%
Q1 2023$4,492,311
-9.1%
28,296
-9.1%
4.12%
-14.9%
Q4 2022$4,943,199
+2.4%
31,128
-3.4%
4.84%
-2.6%
Q2 2022$4,826,000
-18.2%
32,211
-3.9%
4.97%
-3.5%
Q1 2022$5,897,000
+3.0%
33,519
+2.0%
5.16%
+0.3%
Q4 2021$5,724,00032,8765.14%
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