Focused Wealth Management, Inc - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 975 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.6%.

Quarter-by-quarter ownership
Focused Wealth Management, Inc ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2022$11,0000.0%600.0%0.00%0.0%
Q4 2021$11,000
+10.0%
600.0%0.00%0.0%
Q3 2021$10,0000.0%600.0%0.00%0.0%
Q2 2021$10,000
+66.7%
60
+71.4%
0.00%
+100.0%
Q1 2021$6,000
+20.0%
350.0%0.00%0.0%
Q4 2020$5,000
+25.0%
350.0%0.00%0.0%
Q3 2020$4,0000.0%350.0%0.00%0.0%
Q2 2020$4,000
+33.3%
350.0%0.00%0.0%
Q1 2020$3,000
-40.0%
350.0%0.00%0.0%
Q4 2019$5,0000.0%350.0%0.00%0.0%
Q3 2019$5,0000.0%350.0%0.00%0.0%
Q2 2019$5,0000.0%350.0%0.00%
-50.0%
Q1 2019$5,000
+25.0%
350.0%0.00%
+100.0%
Q4 2018$4,000
-20.0%
350.0%0.00%
-50.0%
Q3 2018$5,0000.0%350.0%0.00%0.0%
Q2 2018$5,0000.0%350.0%0.00%0.0%
Q1 2018$5,0000.0%350.0%0.00%0.0%
Q4 2017$5,000
+25.0%
350.0%0.00%
+100.0%
Q2 2017$4,0000.0%350.0%0.00%
-50.0%
Q1 2017$4,0000.0%350.0%0.00%0.0%
Q4 2016$4,0000.0%350.0%0.00%0.0%
Q3 2016$4,0000.0%350.0%0.00%0.0%
Q2 2016$4,0000.0%350.0%0.00%0.0%
Q1 2016$4,000
-94.1%
35
-94.9%
0.00%
-94.9%
Q4 2015$68,000
-13.9%
687
-15.5%
0.04%
-22.0%
Q3 2015$79,000
-35.8%
813
-28.6%
0.05%
-34.2%
Q2 2015$123,000
+11.8%
1,138
+13.0%
0.08%
+11.8%
Q1 2015$110,000
+20.9%
1,007
+17.5%
0.07%
+6.2%
Q4 2014$91,000
+550.0%
857
+512.1%
0.06%
+481.8%
Q3 2014$14,000
-93.5%
140
-93.1%
0.01%
-93.5%
Q2 2014$215,000
+5.9%
2,042
+1.3%
0.17%
-1.2%
Q1 2014$203,000
+4.1%
2,015
+0.5%
0.17%
+4.3%
Q4 2013$195,000
+20.4%
2,005
+11.3%
0.16%
+5.8%
Q3 2013$162,0001,8010.15%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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