Athena Investment Management - 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
Athena Investment Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$318,739
-3.6%
1,9980.0%0.23%
+0.4%
Q2 2023$330,550
+4.2%
1,9980.0%0.23%
-0.4%
Q1 2023$317,280
-0.0%
1,9980.0%0.23%
-2.1%
Q4 2022$317,360
+10.6%
1,9980.0%0.23%
-3.3%
Q3 2022$287,000
-4.0%
1,9980.0%0.24%
+2.1%
Q2 2022$299,000
-14.6%
1,9980.0%0.24%
-12.9%
Q1 2022$350,0001,9980.27%
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