Litman Gregory Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 776 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 0.48 and the average weighting 0.6%.

Quarter-by-quarter ownership
Litman Gregory Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$213,355
-4.9%
1,1690.0%0.02%
-5.0%
Q1 2024$224,297
+1301.9%
1,169
+1105.2%
0.02%
+566.7%
Q1 2021$16,000
+14.3%
970.0%0.00%0.0%
Q4 2020$14,000
+27.3%
970.0%0.00%
+50.0%
Q3 2020$11,000
+10.0%
970.0%0.00%0.0%
Q2 2020$10,000
+11.1%
970.0%0.00%0.0%
Q1 2020$9,000
-30.8%
970.0%0.00%
-33.3%
Q4 2019$13,000
+8.3%
970.0%0.00%0.0%
Q3 2019$12,000
-7.7%
970.0%0.00%0.0%
Q2 2019$13,000
+8.3%
970.0%0.00%0.0%
Q1 2019$12,000
-14.3%
97
-18.5%
0.00%
-25.0%
Q4 2018$14,000
-17.6%
1190.0%0.00%
-33.3%
Q3 2018$17,0001190.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2019
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 1,148,489$182,380,07525.64%
Mokosak Advisory Group, LLC 242,614$38,599,07617.26%
University of Maryland Foundation, Inc. 91,176$14,47916.47%
Arista Wealth Management, LLC 140,084$22,239,69914.04%
TrueWealth Financial Partners 69,953$11,108,51310.77%
BHK Investment Advisors, LLC 104,379$16,575,3549.32%
Bishop & Co Investment Management, LLC 120,701$19,1679.31%
Efficient Advisors, LLC 572,185$90,862,9139.24%
Jacobsen Capital Management 102,696$16,3088.69%
New England Capital Financial Advisors LLC 72,972$12,182,0028.64%
View complete list of VANGUARD INDEX FDS shareholders