Surevest, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 687 filers reported holding VANGUARD INDEX FDS in Q3 2019. The put-call ratio across all filers is 0.67 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 Q3 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