Concert Wealth Management Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 497 filers reported holding VANGUARD INDEX FDS in Q3 2017. The put-call ratio across all filers is 0.25 and the average weighting 0.6%.

Quarter-by-quarter ownership
Concert Wealth Management Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2017$258,000
+12.2%
2,093
+10.6%
0.25%
+380.8%
Q1 2017$230,000
-21.2%
1,893
-21.3%
0.05%
-20.0%
Q4 2016$292,000
+81.4%
2,404
+64.2%
0.06%
+225.0%
Q3 2016$161,000
-64.3%
1,464
-67.8%
0.02%
-63.6%
Q2 2014$451,000
+6.1%
4,547
+5.0%
0.06%
+3.8%
Q1 2014$425,000
+14.6%
4,332
+11.6%
0.05%
+12.8%
Q4 2013$371,000
+19.7%
3,881
+13.8%
0.05%
+6.8%
Q3 2013$310,0003,4100.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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