Fort Point Capital Partners LLC - 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
Fort Point Capital Partners LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2022$227,000
-35.9%
1,289
-34.9%
0.03%
-33.3%
Q4 2021$354,000
+0.9%
1,980
-4.5%
0.05%
-9.4%
Q3 2021$351,000
+13.2%
2,073
+16.0%
0.05%
-7.0%
Q2 2021$310,000
+14.8%
1,787
+9.4%
0.06%
-1.7%
Q1 2021$270,000
+4.2%
1,633
-22.2%
0.06%
-59.7%
Q2 2017$259,000
-5.1%
2,100
-5.6%
0.14%
+2.1%
Q1 2017$273,0002,2250.14%
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