Summit Financial Strategies, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 659 filers reported holding VANGUARD INDEX FDS in Q4 2018. The put-call ratio across all filers is 1.95 and the average weighting 0.6%.

Quarter-by-quarter ownership
Summit Financial Strategies, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$295,341
-3.2%
1,852
+0.3%
0.06%
-1.8%
Q2 2023$305,262
+12.4%
1,846
+7.9%
0.06%
+7.5%
Q1 2023$271,564
+3.4%
1,711
+3.4%
0.05%
-7.0%
Q4 2022$262,585
+10.8%
1,654
+0.2%
0.06%
+1.8%
Q3 2022$237,000
-7.1%
1,651
-2.9%
0.06%
-6.7%
Q2 2022$255,000
-14.1%
1,701
+0.8%
0.06%0.0%
Q1 2022$297,000
-1.7%
1,6870.0%0.06%
+3.4%
Q4 2021$302,000
-4.7%
1,687
-9.9%
0.06%
-4.9%
Q3 2021$317,000
+8.2%
1,873
+11.1%
0.06%
+5.2%
Q2 2021$293,000
+22.1%
1,686
-2.0%
0.06%
-46.8%
Q3 2018$240,000
+4.8%
1,720
+2.1%
0.11%
-1.8%
Q2 2018$229,0001,6850.11%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2018
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