Forza Wealth Management, 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
Forza Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,037,647
-3.6%
19,0460.0%1.57%
-1.2%
Q2 2023$3,150,208
+4.2%
19,0460.0%1.59%
+1.9%
Q1 2023$3,023,743
+17.0%
19,046
+17.1%
1.56%
-9.2%
Q4 2022$2,583,35816,2681.71%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Mokosak Advisory Group, LLC 174,181$22,452,00014.83%
Zhang Financial LLC 234,102$30,150,00012.74%
Efficient Advisors, LLC 325,688$41,965,0007.67%
Polianta Ltd 87,100$11,222,0007.13%
Bishop & Co Investment Management, LLC 74,512$9,601,0006.98%
Wealth Architects, LLC 172,552$22,233,0006.77%
NewFocus Financial Group, LLC 115,330$14,860,0006.52%
BHK Investment Advisors, LLC 82,886$10,680,0006.17%
INSPIRION WEALTH ADVISORS, LLC 106,210$13,685,0005.99%
Hardy Reed LLC 113,164$14,581,0005.82%
View complete list of VANGUARD INDEX FDS shareholders