Lido Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 588 filers reported holding VANGUARD INDEX FDS in Q1 2018. The put-call ratio across all filers is 1.19 and the average weighting 0.7%.

Quarter-by-quarter ownership
Lido Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,034,745
-40.1%
6,488
-37.9%
0.01%
-33.3%
Q2 2023$1,726,992
-15.0%
10,441
-18.4%
0.01%
-40.0%
Q1 2023$2,032,600
-9.7%
12,803
-9.6%
0.02%
-25.9%
Q4 2022$2,249,917
+5.2%
14,168
-5.0%
0.03%0.0%
Q3 2022$2,138,000
-0.7%
14,914
+3.7%
0.03%
-6.9%
Q2 2022$2,154,000
-26.2%
14,382
-13.3%
0.03%
-12.1%
Q1 2022$2,920,000
+16.1%
16,597
+18.1%
0.03%
+22.2%
Q4 2021$2,514,000
+9.4%
14,059
+3.5%
0.03%
-15.6%
Q3 2021$2,298,000
-2.9%
13,582
-0.3%
0.03%
-3.0%
Q2 2021$2,367,000
+3.8%
13,628
-1.0%
0.03%
-15.4%
Q1 2021$2,280,000
+61.0%
13,765
+38.2%
0.04%
+30.0%
Q4 2020$1,416,000
+51.6%
9,957
+18.0%
0.03%
+25.0%
Q3 2020$934,000
+43.3%
8,440
+38.5%
0.02%
+20.0%
Q2 2020$652,000
+187.2%
6,093
+138.7%
0.02%
+100.0%
Q1 2020$227,000
-49.8%
2,553
-22.6%
0.01%
-44.4%
Q4 2019$452,000
+62.0%
3,297
+52.1%
0.02%
+28.6%
Q3 2019$279,0000.0%2,167
+1.7%
0.01%
-12.5%
Q2 2019$279,000
-6.1%
2,130
-7.5%
0.02%
-15.8%
Q1 2019$297,000
+18.8%
2,302
+5.0%
0.02%
-24.0%
Q4 2018$250,000
-11.7%
2,192
+8.3%
0.02%
-10.7%
Q3 2018$283,000
+9.7%
2,024
+6.3%
0.03%
-6.7%
Q2 2018$258,000
+15.7%
1,904
+10.1%
0.03%0.0%
Q1 2018$223,0001,7300.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2018
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