Surevest, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 678 filers reported holding VANGUARD INDEX FDS in Q2 2019. The put-call ratio across all filers is 0.19 and the average weighting 0.6%.

Quarter-by-quarter ownership
Surevest, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$171,000
-3.9%
1,190
+0.3%
0.05%0.0%
Q2 2022$178,000
-14.8%
1,187
+0.2%
0.05%
-6.0%
Q1 2022$209,000
-1.4%
1,185
+0.2%
0.05%0.0%
Q4 2021$212,000
+6.0%
1,183
+0.3%
0.05%
-2.0%
Q3 2021$200,000
-2.9%
1,180
-0.4%
0.05%
-5.6%
Q2 2021$206,000
-7.6%
1,185
-24.3%
0.05%
-27.0%
Q4 2020$223,000
-46.5%
1,566
-66.6%
0.07%
-67.4%
Q1 2020$417,000
-48.6%
4,693
-20.7%
0.23%
-34.4%
Q4 2019$811,000
-2.1%
5,919
-7.9%
0.35%
-15.0%
Q3 2019$828,000
-6.5%
6,428
-5.2%
0.41%
-11.5%
Q2 2019$886,000
-22.3%
6,784
-23.4%
0.46%
-34.5%
Q1 2019$1,140,000
+1.6%
8,859
-10.0%
0.70%
-20.8%
Q4 2018$1,122,0009,8380.89%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2019
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 1,143,976$171,390,00019.06%
Mokosak Advisory Group, LLC 237,660$35,605,00017.00%
University of Maryland Foundation, Inc. 91,176$13,660,00011.30%
TrueWealth Financial Partners 67,405$10,099,00010.59%
BHK Investment Advisors, LLC 137,011$20,527,0009.23%
Jacobsen Capital Management 113,382$16,987,0009.04%
Bishop & Co Investment Management, LLC 120,805$18,099,0009.02%
Family CFO Inc 51,815$7,762,913,0008.48%
TOTAL INVESTMENT MANAGEMENT INC 308,380$46,202,0008.38%
Center for Financial Planning, Inc. 217,616$32,603,0008.28%
View complete list of VANGUARD INDEX FDS shareholders