Forbes Financial Planning, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,314 filers reported holding VANGUARD INDEX FDS in Q2 2024. The put-call ratio across all filers is 0.51 and the average weighting 0.7%.

Quarter-by-quarter ownership
Forbes Financial Planning, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$8,399,418
+299.9%
46,019
+320.4%
6.60%
+265.1%
Q1 2024$2,100,542
+62.2%
10,947
+52.2%
1.81%
+50.0%
Q4 2023$1,294,785
+137.8%
7,194
+110.7%
1.20%
+106.3%
Q3 2023$544,503
-5.4%
3,415
-1.9%
0.58%
+5.0%
Q2 2023$575,772
+4.3%
3,482
+0.1%
0.56%
+2.4%
Q1 2023$552,197
+10.9%
3,479
+0.2%
0.54%
-25.0%
Q4 2022$497,945
-0.0%
3,4730.0%0.72%0.0%
Q3 2022$498,000
-3.5%
3,473
+0.1%
0.72%
-2.2%
Q2 2022$516,000
-15.7%
3,470
+0.1%
0.74%
-2.9%
Q1 2022$612,000
+8.3%
3,468
+9.3%
0.76%
+36.8%
Q4 2021$565,0003,1720.56%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2024
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