Convergent Wealth Advisors - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 313 filers reported holding VANGUARD INDEX FDS in Q3 2015. The put-call ratio across all filers is 12.28 and the average weighting 0.6%.

Quarter-by-quarter ownership
Convergent Wealth Advisors ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2015$1,454,000
-24.9%
13,490
-23.7%
0.34%
+15.9%
Q1 2015$1,935,000
+32.1%
17,690
+27.7%
0.29%
+59.3%
Q4 2014$1,465,000
-25.7%
13,854
-29.9%
0.18%
-32.8%
Q3 2014$1,972,000
-5.6%
19,767
-0.1%
0.27%
-9.4%
Q2 2014$2,088,000
+151.3%
19,796
+131.9%
0.30%
+118.2%
Q4 2013$831,0008,5350.14%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2015
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