Lenox Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 769 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
Lenox Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2022$95,000
+206.5%
551
+213.1%
0.01%
+200.0%
Q4 2021$31,000
+3.3%
176
+1.1%
0.00%0.0%
Q3 2021$30,000
+42.9%
174
+46.2%
0.00%
+33.3%
Q2 2021$21,000
+90.9%
119
+75.0%
0.00%
+50.0%
Q1 2021$11,000
-45.0%
68
-53.4%
0.00%
-33.3%
Q4 2019$20,000
+122.2%
146
+92.1%
0.00%
+50.0%
Q4 2018$9,000
+50.0%
76
+72.7%
0.00%
+100.0%
Q3 2018$6,0000.0%440.0%0.00%0.0%
Q2 2018$6,0000.0%440.0%0.00%0.0%
Q1 2018$6,0000.0%440.0%0.00%
-50.0%
Q4 2017$6,0000.0%440.0%0.00%0.0%
Q3 2017$6,000
+20.0%
440.0%0.00%0.0%
Q2 2017$5,000
-66.7%
44
-63.9%
0.00%
-60.0%
Q1 2017$15,000
+650.0%
122
+542.1%
0.01%
+400.0%
Q1 2015$2,000
-87.5%
19
-88.3%
0.00%
-90.9%
Q4 2013$16,0001620.01%
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