FORTE CAPITAL LLC /ADV - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 481 filers reported holding VANGUARD INDEX FDS in Q2 2017. The put-call ratio across all filers is 0.49 and the average weighting 0.6%.

Quarter-by-quarter ownership
FORTE CAPITAL LLC /ADV ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2020$213,000
-88.5%
1,996
-86.2%
0.04%
-92.2%
Q3 2019$1,858,000
-36.8%
14,421
-36.0%
0.57%
-38.8%
Q2 2019$2,942,000
-14.2%
22,534
-15.4%
0.94%
-24.0%
Q1 2019$3,430,000
+23.6%
26,644
+9.4%
1.24%
+6.5%
Q4 2018$2,776,000
-23.7%
24,346
-6.8%
1.16%
-11.4%
Q3 2018$3,639,000
+1.9%
26,114
-0.7%
1.31%
-6.2%
Q2 2018$3,570,000
+4.7%
26,294
-0.2%
1.40%
-2.2%
Q1 2018$3,409,000
-3.0%
26,342
-0.5%
1.43%
+36.2%
Q4 2017$3,514,000
-0.8%
26,470
-4.5%
1.05%
-7.7%
Q3 2017$3,542,000
-10.6%
27,719
-14.0%
1.13%
-13.1%
Q2 2017$3,960,000
-2.6%
32,222
-2.7%
1.30%
-6.1%
Q1 2017$4,067,000
-5.2%
33,105
-6.6%
1.39%
-13.3%
Q4 2016$4,289,000
+0.8%
35,448
-7.8%
1.60%
-0.9%
Q3 2016$4,256,000
-3.7%
38,460
-8.3%
1.62%
-5.2%
Q2 2016$4,418,000
+0.3%
41,950
-3.0%
1.71%
-11.8%
Q1 2016$4,406,000
-27.9%
43,245
-30.1%
1.94%
-22.6%
Q4 2015$6,108,000
+4.6%
61,839
+2.6%
2.50%
-6.2%
Q3 2015$5,837,000
-10.9%
60,264
-0.8%
2.67%
-4.2%
Q2 2015$6,549,000
+1.0%
60,749
+2.7%
2.79%
+0.1%
Q1 2015$6,482,000
+3.5%
59,135
-0.1%
2.78%
+2.3%
Q4 2014$6,260,000
+4.5%
59,185
-1.5%
2.72%
-1.5%
Q3 2014$5,991,00060,0702.76%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2017
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