Investments & Financial Planning, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,186 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.59 and the average weighting 0.8%.

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 Q4 2022
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 1,148,489$182,380,07525.64%
Mokosak Advisory Group, LLC 242,614$38,599,07617.26%
University of Maryland Foundation, Inc. 91,176$14,47916.47%
Arista Wealth Management, LLC 140,084$22,239,69914.04%
TrueWealth Financial Partners 69,953$11,108,51310.77%
BHK Investment Advisors, LLC 104,379$16,575,3549.32%
Bishop & Co Investment Management, LLC 120,701$19,1679.31%
Efficient Advisors, LLC 572,185$90,862,9139.24%
Jacobsen Capital Management 102,696$16,3088.69%
New England Capital Financial Advisors LLC 72,972$12,182,0028.64%
View complete list of VANGUARD INDEX FDS shareholders