NewSquare Capital LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 610 filers reported holding VANGUARD INDEX FDS in Q2 2018. The put-call ratio across all filers is 1.60 and the average weighting 0.7%.

Quarter-by-quarter ownership
NewSquare Capital LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,190
-78.3%
20
-77.5%
0.00%
-100.0%
Q2 2023$14,721
+363.7%
89
+345.0%
0.00%
Q1 2023$3,175
-67.8%
20
-67.7%
0.00%
-100.0%
Q4 2022$9,846
-1.5%
62
-22.5%
0.00%
-50.0%
Q1 2018$10,000
+400.0%
80
+321.1%
0.00%
+100.0%
Q3 2014$2,000
-87.5%
19
-87.7%
0.00%
-83.3%
Q1 2014$16,0001550.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2018
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